Civic Intelligence

Stonehaven Foundation

990PF • Fiscal year 2022 • EIN 46-1576452

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 21, 2023

Organization Profile
2281 W 190th Street 200Torrance, CA 90504

(310) 755-7801

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

84th percentile

43%

Higher net margin than 84% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

10th percentile

-16%

Faster asset growth than 10% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

53%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,836,056

Down $558,287 (-16%) from 2021

Net Assets

Down

$2,836,056

Down $558,287 (-16%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin84th percentile

Revenue

Up

$400,947

Up $138,380 (+53%) from 2021

Expenses

Down

$226,651

Down $1,751 (-0.8%) from 2021

Net Income

Up

$174,296

Up $140,131 (+410%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,800,000Liabilities 2012: $02012Assets 2013: $2,931,383Liabilities 2013: $1Net Assets 2013: $2,931,3832013Assets 2014: $2,940,035Liabilities 2014: $1Net Assets 2014: $2,940,0352014Assets 2015: $2,892,314Liabilities 2015: $1Net Assets 2015: $2,892,3142015Assets 2016: $2,928,941Liabilities 2016: $0Net Assets 2016: $2,928,9412016Assets 2017: $3,151,354Liabilities 2017: $0Net Assets 2017: $3,151,3542017Assets 2018: $2,796,091Liabilities 2018: $0Net Assets 2018: $2,796,0912018Assets 2019: $3,106,598Liabilities 2019: $1Net Assets 2019: $3,106,5982019Assets 2020: $3,069,362Liabilities 2020: $1Net Assets 2020: $3,069,3622020Assets 2021: $3,394,343Liabilities 2021: $1Net Assets 2021: $3,394,3432021Assets 2022: $2,836,056Liabilities 2022: $1Net Assets 2022: $2,836,0562022Assets 2023: $2,965,076Liabilities 2023: $1Net Assets 2023: $2,965,0762023Assets 2024: $3,513,126Liabilities 2024: $0Net Assets 2024: $3,513,1262024

Highlighted filing

2022

Assets$2,836,056
Liabilities$1
Net Assets$2,836,056
Open 2022 Filing

Operations Trend

Revenue Growth83rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $2,800,850Expenses 2012: $850Net Income 2012: $2,800,0002012Revenue 2013: $63,060Expenses 2013: $30,843Net Income 2013: $32,2172013Revenue 2014: $116,560Expenses 2014: $150,480Net Income 2014: -$33,9202014Revenue 2015: $162,541Expenses 2015: $171,296Net Income 2015: -$8,7552015Revenue 2016: $265,829Expenses 2016: $167,041Net Income 2016: $98,7882016Revenue 2017: $286,102Expenses 2017: $162,651Net Income 2017: $123,4512017Revenue 2018: $135,794Expenses 2018: $174,214Net Income 2018: -$38,4202018Revenue 2019: $92,872Expenses 2019: $159,456Net Income 2019: -$66,5842019Revenue 2020: $106,675Expenses 2020: $164,594Net Income 2020: -$57,9192020Revenue 2021: $262,567Expenses 2021: $228,402Net Income 2021: $34,1652021Revenue 2022: $400,947Expenses 2022: $226,651Net Income 2022: $174,2962022Revenue 2023: $87,153Expenses 2023: $147,662Net Income 2023: -$60,5092023Revenue 2024: $160,469Expenses 2024: $170,967Net Income 2024: -$10,4982024

Highlighted filing

2022

Revenue$400,947
Expenses$226,651
Net Income$174,296
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 21, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES W INSKEEPPresident-$0--
KIMBERLY L INSKEEPTreasurer/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Stonehaven Foundation
EIN
46-1576452
Phone
3107557801
Address
2281 W 190TH STREET 200, TORRANCE, CA 90504

Signing Officer

Name
James W Inskeep
Title
President
Phone
3107557801
Signed
2023-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
700 SOUTH FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51157 SHRS TRAVEL + LEISURE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5251 SHRS ALLEGION PUBLIC LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5366 SHRS UFP INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5442 SHRS META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55102 SHRS CHEMOURS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5624 SHRS GENERAC HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5710 SHRS SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5811 SHRS RELIANCE STL & ALUMI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5950 SHRS THE MOSAIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6018 SHRS F&G ANNUITIES & LIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm614,529.0000 SHRS JP MORGAN CHASE ALERIAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621,672.0000 SHRS SPDR S&P METALS & MINING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63448 SHRS SELECT SECTOR HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm641,560.0000 SHRS STRATEGAS MACRO THEMATC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651,087.0000 SHRS INVESCO S&P 500 EQUAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66258 SHRS SIMON PPTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67600 SHRS PRINCIPAL HLTHCR INOVTR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68240 SHRS SPDR FUND MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69488 SHRS OMEGA HLTHCARE INVTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70364.0000 SHRS WEYERHAEUSER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0119781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt178568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt222160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0119,781.4200 SHRS PVAM SELECT VENTURE GROW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FNMA PL AM3744 3% 06/01/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FHLMC 2% 02/15/46
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FHLMC 3.5% 09/15/41
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0119781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt178568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0104150
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0287472
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0325
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0391947
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0391947
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02760
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01840
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0287472
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0202635
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0202635
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0104150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0104150
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0174296
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02327815
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0325
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0325
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0287472
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0369371
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0169
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0302
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0471
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-2286
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt017895
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017895
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0253
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0205564
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020290
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0226651
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0389661
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0400947
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02929
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020290
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0824013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11233870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt083053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1186879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt217540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt083053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1186879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt217540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0907066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11420749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES - ACCT 1109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SALE OF PUBLICLY TRADED SECURITIES - ACCT 6494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0287472
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0174296
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0732583
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03568639
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03394343
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02836056
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0141521
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0141521
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0141521
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0146655
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05134
IRS990PF/DistributableAmountGrp/TotalTaxAmt05134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02464
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02464
IRS990PF/FMVAssetsEOYAmt02836056
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0339268
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0255757
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0255757
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02274432
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02150990
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02150990
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0622064
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0224858
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0224858
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03394343
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02836056
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0158579
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0204451
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0204451
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03394343
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02836056
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02836056
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03394343
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02836056
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03394343
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02836056
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02977770
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0167420
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02810350
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt044667
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0146655
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02933103
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02977770
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE

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Filings

Displayed year

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

Open filing
Assets
$2,836,056
Liabilities
$1
Net assets
$2,836,056
Revenue
$400,947
Expenses
$226,651
Net income
$174,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.16$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.09$0.15$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.40$0.23$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.26$0.23$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.11$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.09$0.16$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.14$0.17$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.29$0.16$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.27$0.17$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.16$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.12$0.15$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.06$0.03$0.03
2012Summary only. Only limited summary data is available for this year.$2.80$0.00$2.80$0.00$2.80