Civic Intelligence

Frank E & Miriam Loveman Foundation Inc.

990PF • Fiscal year 2018 • EIN 46-1662450

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
10711 Red Run Blvd No 101Owings Mills, MD 21117

(410) 356-2880

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

4th percentile

-103%

Higher net margin than 4% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

26th percentile

-3.3%

Faster asset growth than 26% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

1.6%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$7,579,270

Down $259,154 (-3.3%) from 2017

Net Assets

Down

$7,579,270

Down $257,283 (-3.3%) from 2017

Liabilities

Down

$0

Down $1,871 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin4th percentile

Revenue

Up

$249,660

Up $3,838 (+1.6%) from 2017

Expenses

Down

$506,943

Down $25,321 (-4.8%) from 2017

Net Income

Up

-$257,283

Up $29,159 (+10%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$15M$10M$5.0M$0Assets 2013: $8,998,252Liabilities 2013: $1,541Net Assets 2013: $8,996,7112013Assets 2014: $8,757,268Liabilities 2014: $1,878Net Assets 2014: $8,755,3902014Assets 2015: $8,511,393Liabilities 2015: $1,874Net Assets 2015: $8,509,5192015Assets 2016: $8,124,867Liabilities 2016: $1,872Net Assets 2016: $8,122,9952016Assets 2017: $7,838,424Liabilities 2017: $1,871Net Assets 2017: $7,836,5532017Assets 2018: $7,579,270Liabilities 2018: $0Net Assets 2018: $7,579,2702018Assets 2019: $7,066,133Liabilities 2019: $0Net Assets 2019: $7,066,1332019Assets 2020: $6,647,872Liabilities 2020: $0Net Assets 2020: $6,647,8722020Assets 2021: $10,302,674Liabilities 2021: $0Net Assets 2021: $10,302,6742021Assets 2022: $9,875,068Liabilities 2022: $0Net Assets 2022: $9,875,0682022Assets 2023: $9,485,400Liabilities 2023: $0Net Assets 2023: $9,485,4002023Assets 2024: $9,644,814Liabilities 2024: $0Net Assets 2024: $9,644,8142024

Highlighted filing

2018

Assets$7,579,270
Liabilities$0
Net Assets$7,579,270
Open 2018 Filing

Operations Trend

Revenue Growth43rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2013: $9,052,037Expenses 2013: $55,326Net Income 2013: $8,996,7112013Revenue 2014: $137,500Expenses 2014: $378,821Net Income 2014: -$241,3212014Revenue 2015: $307,959Expenses 2015: $553,830Net Income 2015: -$245,8712015Revenue 2016: $166,354Expenses 2016: $552,878Net Income 2016: -$386,5242016Revenue 2017: $245,822Expenses 2017: $532,264Net Income 2017: -$286,4422017Revenue 2018: $249,660Expenses 2018: $506,943Net Income 2018: -$257,2832018Revenue 2019: -$19,518Expenses 2019: $493,619Net Income 2019: -$513,1372019Revenue 2020: $84,833Expenses 2020: $503,094Net Income 2020: -$418,2612020Revenue 2021: $4,186,488Expenses 2021: $531,686Net Income 2021: $3,654,8022021Revenue 2022: $235,238Expenses 2022: $662,844Net Income 2022: -$427,6062022Revenue 2023: $154,354Expenses 2023: $544,022Net Income 2023: -$389,6682023Revenue 2024: $710,228Expenses 2024: $550,814Net Income 2024: $159,4142024

Highlighted filing

2018

Revenue$249,660
Expenses$506,943
Net Income-$257,283
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL T COHENPresident / Treasurer-$0--
ROBERT A ROMBROSecretary-$0--
HOWARD L SOLLINSVice President-$0--
Filing and Contact Details

Filer

Filer Name
Frank E & Miriam Loveman
EIN
46-1662450
Phone
4103562880
Address
10711 RED RUN BLVD NO 101, OWINGS MILLS, MD 21117

Signing Officer

Name
Samuel T Cohen
Title
Secretary
Phone
4103562880
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Glass Jacobson Pa
Address
10711 RED RUN BLVD SUITE 101, OWINGS MILLS, MD 21117
Preparer
Samuel T Cohen CPA
Phone
4103561000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1570373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt166387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt318133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-57605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt528358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt640815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt724466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt878145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-80466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-24350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-52
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-1240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1611267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt172017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt183171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt318133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-57605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt528358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt640815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt724466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt878145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-80466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-24350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-52
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-1240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1611267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt183171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1299990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt333325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4122844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt548826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt665877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt736997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8378145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt999051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11152787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1562085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1681640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt178404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt183171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FL HURRICANE CATASTROPHE REV BDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TIFT CNTY GA REV BDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SOUTRH CAROLINA ASSN GOVMNT CTFS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc329 SHS ALPHABET INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42121 SHS ANADARKO PETROLEUM CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5273 SHS APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6200 SHS BOEING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7100 SHS BOEING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc89171.608 SHS DRIEHAUS FDS EMERG MKTS GWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc96908 SHS GENERAL ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ILLINOIS ST SALES TAX REV BDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111038 SHS INTERNATIONAL BUS MACH CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12.081 SH KINDER MORGAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13154 SHS STONECASTLE FINL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14100 SHS STONECASTLE FINL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc152772 SHS STONECASTLE FINL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc163645 SHS STONECASTLE FINL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17370 SHS STONECASTLE FINL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt041820
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-257283
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07579270
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07836553
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07579270
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0448268
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0448268
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0448268
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0450045
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01777
IRS990PF/DistributableAmountGrp/TotalTaxAmt01777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01400
IRS990PF/FMVAssetsEOYAmt08185564
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02325
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01514
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02325
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02325
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt069498
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt038702
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt038702
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt099856
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt099658
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06430253
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06896537
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07503084
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0300000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01871
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0125
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0125
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07836553
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07579270
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0333505
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0141578
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0141578
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07838424
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07579270
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08185564
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01871
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07838424
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07579270
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07836553
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07579270
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0703654
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0400147
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0400092
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09137970
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0383162
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08754808
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0137070

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,579,270
Liabilities
$0
Net assets
$7,579,270
Revenue
$249,660
Expenses
$506,943
Net income
-$257,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.71$0.55$0.16
2023Detailed filing. Detailed filing data is available for this year.$9.49$0.00$9.49$0.15$0.54$0.39
2022Detailed filing. Detailed filing data is available for this year.$9.88$0.00$9.88$0.24$0.66$0.43
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$4.19$0.53$3.65
2020Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.08$0.50$0.42
2019Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.02$0.49$0.51
2018Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.25$0.51$0.26
2017Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.25$0.53$0.29
2016Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.17$0.55$0.39
2015Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.31$0.55$0.25
2014Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.14$0.38$0.24
2013Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$9.05$0.06$9.00