Civic Intelligence

Robert & Helen E Grant Foundation

990PF • Fiscal year 2023 • EIN 46-3647196

Dec 01, 2022 to Nov 30, 2023 • Filed on Nov 24, 2024

Organization Profile
9683 Tierra Grande St Ste 101San Diego, CA 92126-6503

(858) 695-0596

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-165%

Higher net margin than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

17th percentile

-6.6%

Faster asset growth than 17% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,135,814

Down $79,883 (-6.6%) from 2022

Net Assets

Down

$1,135,814

Down $79,883 (-6.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Down

$47,499

Down $20,730 (-30%) from 2022

Expenses

Up

$126,015

Up $32,654 (+35%) from 2022

Net Income

Down

-$78,516

Down $53,384 (-212%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $71,421Liabilities 2014: $02014Assets 2015: $314,868Liabilities 2015: $0Net Assets 2015: $314,8682015Assets 2016: $391,127Liabilities 2016: $0Net Assets 2016: $391,1272016Assets 2018: $1,217,215Liabilities 2018: $0Net Assets 2018: $1,217,2152018Assets 2019: $1,233,717Liabilities 2019: $0Net Assets 2019: $1,233,7172019Assets 2020: $1,163,490Liabilities 2020: $0Net Assets 2020: $1,163,4902020Assets 2021: $1,240,829Liabilities 2021: $0Net Assets 2021: $1,240,8292021Assets 2022: $1,215,697Liabilities 2022: $0Net Assets 2022: $1,215,6972022Assets 2023: $1,135,814Liabilities 2023: $0Net Assets 2023: $1,135,8142023Assets 2024: $1,805,281Liabilities 2024: $0Net Assets 2024: $1,805,2812024

Highlighted filing

2023

Assets$1,135,814
Liabilities$0
Net Assets$1,135,814
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $71,571Expenses 2014: $150Net Income 2014: $71,4212014Revenue 2015: $268,639Expenses 2015: $25,192Net Income 2015: $243,4472015Revenue 2016: $101,259Expenses 2016: $25,000Net Income 2016: $76,2592016Revenue 2018: $113,292Expenses 2018: $97,321Net Income 2018: $15,9712018Revenue 2019: $120,965Expenses 2019: $104,463Net Income 2019: $16,5022019Revenue 2020: $23,010Expenses 2020: $93,237Net Income 2020: -$70,2272020Revenue 2021: $170,889Expenses 2021: $93,550Net Income 2021: $77,3392021Revenue 2022: $68,229Expenses 2022: $93,361Net Income 2022: -$25,1322022Revenue 2023: $47,499Expenses 2023: $126,015Net Income 2023: -$78,5162023Revenue 2024: $804,010Expenses 2024: $134,543Net Income 2024: $669,4672024

Highlighted filing

2023

Revenue$47,499
Expenses$126,015
Net Income-$78,516
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Nov 24, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A PETTERSONCEO/Chair-$0--
GAIL J PETTERSONSecretary/Tr-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPROMISES2KIDSCAMP CONNECT FUNDING-SAN DIEGO, CA, US$80,000
Paid GrantSAN DIEGO NATURAL HISTORY MUSEUMSDNAT SUMMER CAMP SCHOLARSHIPS-SAN DIEGO, CA, US$20,000
Paid GrantSAN DIEGO YMCACAMP MARSTON SCHOLARSHIPS-SAN DIEGO, CA, US$20,000
Filing and Contact Details

Filer

Filer Name
Robert & Helen E Grant Foundation
EIN
46-3647196
Phone
8586950596
Address
9683 TIERRA GRANDE ST STE 101, SAN DIEGO, CA 92126-6503

Signing Officer

Name
Robert a Petterson
Title
CEO/chair
Phone
8586950596
Signed
2024-11-24

Preparer

Firm
Robert a Petterson CPA
Address
9683 TIERRA GRANDE ST STE 101, SAN DIEGO, CA 92126-6503
Preparer
Robert a Petterson
Phone
8586950596
Raw XML Appendix280 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1PUBLICLY TRADED SECURITIES -ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2PUBLICLY TRADED SECURITIES - LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3PUBLICLY TRADED SECURITIES - LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt08282
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt156507
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2157812
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-2939
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-10793
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt35743
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0UBS FINANCIAL SERVICES ACCOUNTS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0633114
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-78516
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0218875
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-3726
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt048168
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02967
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03150
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02865
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt051225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt047499
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03057
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06015
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-78516
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01367
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt064619
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt064619
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt064619
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt065289
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0670
IRS990PF/DistributableAmountGrp/TotalTaxAmt0670
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0670
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0670
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0670
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01779
IRS990PF/FMVAssetsEOYAmt01216424
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0511612
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0674292
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IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01215697
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01287813
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt065289
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01305789
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT A PETTERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GAIL J PETTERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO/CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09683 TIERRA GRANDE ST STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19683 TIERRA GRANDE ST STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN DIEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN DIEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08586950596
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SDNAT SUMMER CAMP SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CAMP MARSTON SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PROMISES2KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAN DIEGO NATURAL HISTORY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAN DIEGO YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23708 RUFFIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN DIEGO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt064619
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023628
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031551
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037311
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031745
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031745
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0183410
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt055381
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035539
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023628
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031551
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037311
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0120000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt055381
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0215155
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0159774
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01367
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR ADJUSTMENT TO BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ACCT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt019
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12948
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1189
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22948
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3-2
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt290
TaxesSchedule/TaxesDetail/Amt32735
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1CHARITABLE TRUST FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN INCOME TAX WITHHELD OF D
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt090
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT A PETTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08586950596
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT & HELEN E GRANT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0463647196
ReturnHeader/Filer/PhoneNum08586950596
ReturnHeader/Filer/USAddress/AddressLine1Txt09683 TIERRA GRANDE ST STE 101
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0921266503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953673745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT A PETTERSON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09683 TIERRA GRANDE ST STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921266503
ReturnHeader/PreparerPersonGrp/PhoneNum08586950596
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A PETTERSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-25T13:33:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,135,814
Liabilities
$0
Net assets
$1,135,814
Revenue
$47,499
Expenses
$126,015
Net income
-$78,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.80$0.13$0.67
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.13$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.07$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.17$0.09$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.02$0.09$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.12$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.11$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.10$0.03$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.27$0.03$0.24
2014Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$0.00$0.07
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00