Civic Intelligence

Guston Foundation

990PF • Fiscal year 2019 • EIN 46-1575176

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 18, 2020

Organization Profile
PO Box 387West Hurley, NY 12491-0387

(845) 684-5868

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

Higher debt load relative to assets than 48% of similar nonprofits.

2019 filings • NTEE T • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

Higher debt load relative to revenue than 47% of similar nonprofits.

2019 filings • NTEE T • $50M-$100M nonprofits • Source year 2019

Net Margin

19th percentile

-25%

Higher net margin than 19% of similar nonprofits.

2019 filings • NTEE T • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

24th percentile

$143,608

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$55,847,025

Up $45,630,933 (+447%) from 2015

Net Assets

Up

$55,847,025

Up $45,632,217 (+447%) from 2015

Liabilities

Down

$1

Down $1,283 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin19th percentile

Revenue

Down

$756,558

Down $4,747,368 (-86%) from 2015

Expenses

Up

$947,198

Up $562,456 (+146%) from 2015

Net Income

Down

-$190,640

Down $5,309,824 (-104%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80M$60M$40M$20M$0Assets 2012: $448,624Liabilities 2012: $02012Assets 2013: $2,188,688Liabilities 2013: $1Net Assets 2013: $2,188,6882013Assets 2014: $5,359,692Liabilities 2014: $2,645Net Assets 2014: $5,357,0472014Assets 2015: $10,216,092Liabilities 2015: $1,284Net Assets 2015: $10,214,8082015Assets 2019: $55,847,025Liabilities 2019: $1Net Assets 2019: $55,847,0252019Assets 2020: $59,027,758Liabilities 2020: $1Net Assets 2020: $59,027,7582020Assets 2021: $60,484,590Liabilities 2021: $1Net Assets 2021: $60,484,5902021Assets 2022: $55,406,105Liabilities 2022: $1Net Assets 2022: $55,406,1052022Assets 2023: $57,505,956Liabilities 2023: $1Net Assets 2023: $57,505,9562023Assets 2024: $58,993,043Liabilities 2024: $0Net Assets 2024: $58,993,0432024

Highlighted filing

2019

Assets$55,847,025
Liabilities$1
Net Assets$55,847,025
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $448,624Expenses 2012: $0Net Income 2012: $448,6242012Revenue 2013: $2,007,410Expenses 2013: $257,921Net Income 2013: $1,749,4892013Revenue 2014: $3,508,705Expenses 2014: $364,464Net Income 2014: $3,144,2412014Revenue 2015: $5,503,926Expenses 2015: $384,742Net Income 2015: $5,119,1842015Revenue 2019: $756,558Expenses 2019: $947,198Net Income 2019: -$190,6402019Revenue 2020: $1,809,426Expenses 2020: $1,010,021Net Income 2020: $799,4052020Revenue 2021: $952,376Expenses 2021: $1,111,429Net Income 2021: -$159,0532021Revenue 2022: $244,315Expenses 2022: $1,221,887Net Income 2022: -$977,5722022Revenue 2023: $1,247,382Expenses 2023: $1,210,324Net Income 2023: $37,0582023Revenue 2024: $1,856,500Expenses 2024: $1,406,851Net Income 2024: $449,6492024

Highlighted filing

2019

Revenue$756,558
Expenses$947,198
Net Income-$190,640
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 18, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH RADICExecutive DirectorFT$125,695$17,913$143,608
MAURICE M REDERDirector/Treasurer-$5,000-$5,000
MICHAEL CONFORTIDirector-$5,000-$5,000
MUSA J MAYERDirector/President-$0--
THOMAS MAYERDirector/Vice President-$0--
PAMELA A MAYERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Guston Foundation
EIN
46-1575176
Phone
8456845868
Address
PO BOX 387, WEST HURLEY, NY 12491-0387

Signing Officer

Name
Musa Mayer
Title
President
Phone
8456845868
Signed
2020-06-18
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022-5342
Preparer
Anan Samara
Phone
2122862600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ANALOG DEVICES INC (ADI) 128.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ANTHEM INC (ANTM) 211.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AON PLC SHS CL A (AON) 285.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12APPLE INC (AAPL) 390.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ASML HLDG N V N Y REGISTRY SHS NEW 2012 (ASML) 182.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ASTRAZENECA PLC SPONSORED ADR (AZN) 595.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BANK OF NEW YORK MELLON CORP (BK) 1,304.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BAXTER INTL INC (BAX) 270.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BOEING CO (BA) 116.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BRITISH AMERN TOB PLC SPONSORED ADR (BTI) 345.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BROADCOM INC (AVGO) 225.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BWX TECHNOLOGIES INC (BWXT) 300.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CABLE ONE INC (CABO) 34.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CARLSBERG AS SPONSORED ADR (CABGY) 1,900.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CHARTER COMMUNICATIONS INC CL A (CHTR) 207.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CHEVRON CORP (CVX) 422.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CHIPOTLE MEXICAN GRILL INC (CMG) 73.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CHUBB LTD (CB) 653.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CHURCH & DWIGHT CO INC (CHD) 150.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CIGNA CORP (CI) 88.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CME GROUP INC (CME) 314.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CMS ENERGY CORP (CMS) 195.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31COCA COLA COMPANY (KO) 716.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32COMCAST CORP CL A (CMCSA) 1,765.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CONOCOPHILLIPS (COP) 450.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34COSTCO WHOLESALE CORP (COST) 309.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CROWN CASTLE INTL CORP (CCI) 729.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CSX CORP (CSX) 771.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DANAHER CORP (DHR) 423.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DANONE SPONSORED ADR (DANOY) 971.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DEERE & CO (DE) 67.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40DIAGEO PLC SPONSORED ADR (DEO) 238.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EDWARDS LIFESCIENCES CORP (EW) 195.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ELECTRONIC ARTS INC (EA) 130.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ENBRIDGE INC (ENB) 1,592.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44EOG RES INC (EOG) 927.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EQUIFAX INC (EFX) 92.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46EQUINIX INC (EQIX) 162.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ESSILOR INTL S A SPONSORED ADR (ESLOY) 332.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ESTEE LAUDER COMPANIES INC CL A (EL) 125.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49EXELON CORP COM (EXC) 270.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50EXXON MOBIL CORP (XOM) 150.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FACEBOOK INC CL A (FB) 267.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52GILEAD SCIENCES INC (GILD) 611.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GLOBAL PMTS INC (GPN) 441.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GODADDY INC CL A (GDDY) 330.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HENRY JACK & ASSOC INC (JKHY) 796.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HEXCEL CORP (HXL) 190.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HILTON WORLDWIDE HLDGS INC (HLT) 532.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58HORMEL FOODS CORP (HRL) 195.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59HUMANA INC (HUM) 156.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60HUNTINGTON BANCSHARES INC (HBAN) 2,800.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61INTEL CORP (INTC) 890.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62INTERCONTINENTAL EXCHANGE INC (ICE) 576.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63JP MORGAN CHASE & CO (JPM) 646.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64KONINKLIJKE PHILIPS N V (PHG) 250.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LILLY ELI & CO (LLY) 450.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66LINDE PLC SH (LIN) 214.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MARSH & MCLENNAN COS INC (MMC) 1,230.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MERCK & CO INC (MRK) 430.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MICROSOFT CORP COM (MSFT) 1,235.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MONDELEZ INTL INC CL A (MDLZ) 626.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MOODYS CORP (MCO) 241.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MSCI INC (MSCI) 88.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NASDAQ INC (NDAQ) 122.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NESTLE SA SPONSORED ADR (NSRGY) 666.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NEUROCRINE BIOSCIENCES INC (NBIX) 285.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76NEXTERA ENERGY INC (NEE) 40.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NIKE INC CL B (NKE) 505.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NORFOLK SOUTHN CORP (NSC) 71.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79NORTHROP GRUMMAN CORP (NOC) 311.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NOVO NORDISK A.S. ADR (NVO) 355.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PHILIP MORRIS INTL INC (PM) 875.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PROCTER & GAMBLE CO (PG) 538.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83RECKITT BENCKISER PLC SPONSORED ADR (RBGLY) 960.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84ROYAL DUTCH SHELL PLC SPONSORED ADR (RDS B) 447.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SAGE THERAPEUTICS INC (SAGE) 45.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SCHLUMBERGER LTD (SLB) 705.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SEATTLE GENETICS INC (SGEN) 755.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SEMPRA ENERGY (SRE) 278.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89SERVICENOW INC COM (NOW) 76.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SHERWIN WILLIAMS CO COM (SHW) 29.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91STATE STR CORP (STT) 260.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92TEXAS INSTRUMENTS INC (TXN) 150.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TRANSDIGM GROUP INC (TDG) 99.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TRIMBLE INC (TRMB) 320.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95ULTRAGENYX PHARMACEUTICAL INC (RARE) 109.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96UNION PAC CORP (UNP) 80.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97UNITEDHEALTH GROUP INC (UNH) 507.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VERIZON COMMUNICATIONS INC (VZ) 392.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VERTEX PHARMACEUTICALS INC (VRTX) 85.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VISA INC COM CL A (V) 955.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WABTEC (WAB) 350.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WASTE CONNECTIONS INC (WCN) 1,267.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WASTE MGMT INC DEL (WM) 224.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WELLS FARGO & CO (WFC) 305.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105WYNN RESORTS LTD (WYNN) 100.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106YETI HLDGS INC (YETI) 100.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107YUM BRANDS INC (YUM) 121.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09301512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1745392
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28170384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3733779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41339954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN GLOBAL INSIGHT FUND CLASS F3 (AGVHX) 549,734.729 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMERICAN HIGH-INCOME TRUST CLASS F3 (HIGFX) 73,947.630 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CAPITAL GROUP CORE BOND FUDN CLASS M (CCBPX) 799,450.471 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CAPITAL WORLD BOND FUND CLASS F3 (WFBFX) 36,253.879 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4NEW WORLD FUND CLASS F3 (FNWFX) 19,003.825 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt09301512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1745392
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28170384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3733779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41339954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0515059
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0231876
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09623
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0756558
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0756558
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt041212
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt041212
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0453920
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0231876
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0135695
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0135695
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025850
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt05059
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0515059
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0515059
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0515059
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-190640
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01868467
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt09623
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09623
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09623
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt089626
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt089626
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0231876
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0685796
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0262391

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,847,025
Liabilities
$1
Net assets
$55,847,025
Revenue
$756,558
Expenses
$947,198
Net income
-$190,640
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$1.86$1.41$0.45
2023Detailed filing. Detailed filing data is available for this year.$57.5$0.00$57.5$1.25$1.21$0.04
2022Detailed filing. Detailed filing data is available for this year.$55.4$0.00$55.4$0.24$1.22$0.98
2021Detailed filing. Detailed filing data is available for this year.$60.5$0.00$60.5$0.95$1.11$0.16
2020Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$1.81$1.01$0.80
2019Detailed filing. Detailed filing data is available for this year.$55.8$0.00$55.8$0.76$0.95$0.19
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$5.50$0.38$5.12
2014Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$3.51$0.36$3.14
2013Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$2.01$0.26$1.75
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.00$0.45