Civic Intelligence

Stonehaven Foundation

990PF • Fiscal year 2024 • EIN 46-1576452

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 23, 2025

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

28th percentile

-6.5%

Higher net margin than 28% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

84%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,513,126

Up $548,050 (+18%) from 2023

Net Assets

Up

$3,513,126

Up $548,050 (+18%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin28th percentile

Revenue

Up

$160,469

Up $73,316 (+84%) from 2023

Expenses

Up

$170,967

Up $23,305 (+16%) from 2023

Net Income

Up

-$10,498

Up $50,011 (+83%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2024

Assets$3,513,126
Liabilities$0
Net Assets$3,513,126
Open 2024 Filing

Operations Trend

Revenue Growth85th 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

2024

Revenue$160,469
Expenses$170,967
Net Income-$10,498
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 23, 2025
Return Version
2024v5.2
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
2025-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
700 S FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4272 SHRS TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4398 SHRS ITT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4433 SHRS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4569 SHRS ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm464 SHRS AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4774 SHRS SHRS SIMON PPTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48468.769 SHRS BLUEROCK TOTAL INCOME+ REAL ESTATE I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49120 SHRS PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50202 SHRS NTNL FUEL GAS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51100 SHRS EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5287 SHRS PHILIPS MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5345 SHRS CENCORA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5454 SHRS CDW CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5526 SHRS CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5639 SHRS IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5772 SHRS NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm588 SHRS BLACKROCK INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5973 SHRS IDACORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6039 SHRS CBOE GLOBAL MKTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6188 SHRS PINNACLE WEST CAP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6274 SHRS AUTOLIV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6333 SHRS L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6473 SHRS EASTMAN CHEM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6550 SHRS ALLEGION PUBLIC LTD F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66224 SHRS WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6726 SHRS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681317 SHRS GOODRX HLDNGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6954 SHRS ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7031 SHRS PNC FINL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71115 SHRS ARCHER-DANIELS-MIDLN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72102 SHRS FIDELITY NATL FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73160 SHRS DEVON ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74342 SHRS ORGANON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7519 SHRS GENERAL DYNAMICS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7628 SHRS ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7710 SHRS LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7855 SHRS PUB SVC ENTERPISE GP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt076420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt113980
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FNMA PL AM3744 MORTGAGE POOLS 3% DUE 06/01/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FHLMC 2% CMO DUE 02/15/46
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FHLMC 3.5% CMO DUE 09/15/41
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt076420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113980
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt097518
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt061777
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0258
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0891
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER REVENUE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt025
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0160469
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0160469
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04058
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02705
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06763
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt061777
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0146000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0146000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt097518
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt097518
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10498
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01043683
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0258
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0258
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt061777
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0137624
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0169
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0253
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0422
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-1239
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt017723
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017723
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0150227
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0170967
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0158314
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0160469
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04227
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020690
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0519147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1463344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt143883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt217309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt143883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt217309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0563030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1480653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTION - 1109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SALE OF TRADED SECURITIES - 1109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SALE OF TRADED SECURITIES - 6494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt061777
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10498
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0558548
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03513126
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02965076
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03513126
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0184992
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0157842
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0184992
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0159755
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt027150
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01913
IRS990PF/DistributableAmountGrp/TotalTaxAmt01913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01985
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03898
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01985
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03898
IRS990PF/FMVAssetsEOYAmt03513126
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0235632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0251415
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0251415
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02592812
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03060377
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03060377
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt099071
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt093225
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt093225
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02965076
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03513126
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt037561
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0108109
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0108109

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,513,126
Liabilities
$0
Net assets
$3,513,126
Revenue
$160,469
Expenses
$170,967
Net income
-$10,498
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