Civic Intelligence

The Drg Foundation

990 • Fiscal year 2021 • EIN 46-3699756

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profilewww.thedgfoundation.org
206 Baltimore AvenueCorte Madera, CA 94925

(707) 540-5722

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

33rd percentile

3.0%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

86%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$6,718,054

Up $194,695 (+3.0%) from 2020

Net Assets

Up

$6,718,054

Up $195,195 (+3.0%) from 2020

Liabilities

Down

$0

Down $500 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin97th percentile

Revenue

Up

$318,364

Up $147,121 (+86%) from 2020

Expenses

Down

$36,225

Down $189,869 (-84%) from 2020

Net Income

Up

$282,139

Up $336,990 (+614%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$10M$5.0M$0Assets 2013: $38,353Liabilities 2013: $02013Assets 2014: $345,741Liabilities 2014: $0Net Assets 2014: $345,7412014Assets 2015: $995,854Liabilities 2015: $12,678Net Assets 2015: $983,1762015Assets 2016: $1,039,536Liabilities 2016: $0Net Assets 2016: $1,039,5362016Assets 2017: $1,367,503Liabilities 2017: $16,782Net Assets 2017: $1,350,7212017Assets 2018: $1,318,685Liabilities 2018: $18,388Net Assets 2018: $1,300,2972018Assets 2019: $6,347,768Liabilities 2019: $4,652Net Assets 2019: $6,343,1162019Assets 2020: $6,523,359Liabilities 2020: $500Net Assets 2020: $6,522,8592020Assets 2021: $6,718,054Liabilities 2021: $0Net Assets 2021: $6,718,0542021Assets 2022: $7,239,511Liabilities 2022: $0Net Assets 2022: $7,239,5112022Assets 2023: $7,693,470Liabilities 2023: $0Net Assets 2023: $7,693,4702023Assets 2024: $8,133,128Liabilities 2024: $0Net Assets 2024: $8,133,1282024

Highlighted filing

2021

Assets$6,718,054
Liabilities$0
Net Assets$6,718,054
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $38,353Expenses 2013: $0Net Income 2013: $38,3532013Revenue 2014: $345,225Expenses 2014: $45,195Net Income 2014: $300,0302014Revenue 2015: $681,467Expenses 2015: $46,547Net Income 2015: $634,9202015Revenue 2016: $162,528Expenses 2016: $127,244Net Income 2016: $35,2842016Revenue 2017: $408,139Expenses 2017: $160,344Net Income 2017: $247,7952017Revenue 2018: $72,728Expenses 2018: $26,961Net Income 2018: $45,7672018Revenue 2019: $5,114,023Expenses 2019: $247,105Net Income 2019: $4,866,9182019Revenue 2020: $171,243Expenses 2020: $226,094Net Income 2020: -$54,8512020Revenue 2021: $318,364Expenses 2021: $36,225Net Income 2021: $282,1392021Revenue 2022: $986,039Expenses 2022: $118,979Net Income 2022: $867,0602022Revenue 2023: $319,256Expenses 2023: $375,627Net Income 2023: -$56,3712023Revenue 2024: $725,140Expenses 2024: $383,432Net Income 2024: $341,7082024

Highlighted filing

2021

Revenue$318,364
Expenses$36,225
Net Income$282,139
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Gross Receipts
$402,232
Mission and Program Overview

Mission

The organization's mission is to make grants to Marin Catholic High School in Marin, California, San Domenico School in San Anselmo, California and the University of Miami in Miami, Florida to be used for student scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,000,000$5,000,000→ $0
Investments in Publicly Traded Securities$878,739$942,449▲ $63,710
Cash and Non-Interest-Bearing Accounts$395,387$391,181▼ $4,206
Investments Program Related$189,500$189,500→ $0
Land, Buildings, and Equipment, Net$33,750$168,389▲ $134,639
Inventories for Sale or Use$13,952$13,952→ $0
Intangible Assets$11,250$6,250▼ $5,000
Accounts Receivable$781$4,833▲ $4,052
Prepaid Expenses and Deferred Charges-$1,500-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Total Assets$6,523,359$6,718,054▲ $194,695
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$500--
Total Liabilities$500$0▼ $500
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,000,000$5,000,000→ $0
Net Assets Without Donor Restrictions$1,522,859$1,718,054▲ $195,195
Total Net Assets Fund Balance$6,522,859$6,718,054▲ $195,195
Total Liabilities and Net Assets / Fund Balance$6,523,359$6,718,054▲ $194,695

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$168,389$1,502$169,891
Equipment-$18,000$18,000
Investment Program Related Org$189,500--
Closely Held Equity Interests$5,000,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$5,000,000---$5,000,000
2020$5,000,000---$5,000,000
2019-$5,000,000--$5,000,000
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Richard GhilottiPresident
Greg ChomaDirector
Josh MandelDirector
Matt CappielloDirector
Rochelle GhilottiDirector
William GhilottiDirector
Michelle Ghilotti MandelSecretary
Emily FielTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$159,211
Program Service Revenue
$0
Investment Income
$159,153
Other Revenue
$0
All Other Contributions
$159,211
Change in Net Assets
$282,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,225
Grants and Similar Amounts Paid$5,000
Total Fundraising Expense$184
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$13,500-$13,500
Fees for Service Investment Mgmnt Fees-$8,498-$8,498
Depreciation Depletion$6,502--$6,502
Grants to Domestic Orgs$5,000--$5,000
Insurance-$1,519-$1,519
Office Expenses-$658-$658
Other Expenses-$87$184$87
Total Functional Expenses$11,502$24,539$184$36,225
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Michelle and Josh Mandel - related through marriageWilliam and Rochelle Ghilotti - related through marriage.William Ghilotti and Michelle Ghilotti Mandel are children of Richard Ghilotti.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is prepared by an independent public accounting firm and reviewed by the board president and treasurer. any questions or comments that arise during their review are addressed prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members are required to annually document in writing any interests, relationships or holdings that could potentially result in a conflict of interest. If a conflict of interest is identified from an annual disclosure, the organization's executive committee will review the conflict and takes appropriate action, which may include prohibiting an individual from participating in the board's deliberations and decisions regarding a certain transaction. If a conflict is identified during a meeting, the entire Board will decide what appropriate action to take.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The conflict of interest policy and annual financial statements are maintained at and available to the public at the organization's office.”

Part VI, Section B Policies

“The organization has no paid officers, executive director or any other employees. As a result, a process for determining compensation of the organization's CEO, Executive Director, or top management official and any other officers or key employees is not necessary.”

Filing and Contact Details

Filer

Filer Name
The DRG Foundation
EIN
46-3699756
Phone
7075405722
Address
206 Baltimore Avenue, Corte Madera, CA 94925

Signing Officer

Name
Richard Ghilotti
Title
President
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Ghilotti
Formed
2013
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
15

Preparer

Firm
Brotemarkle Davis & Company Llp
Address
1000 MAIN ST STE 250, NAPA, CA 94559
Preparer
Guy W Carl
Phone
7079634466
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The organization owns shares in a closely held corporation. The stock will be redeemed in 2022.”

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

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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01500
IRS990/PrincipalOfficerNm0Richard Ghilotti
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0136868
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0200000
IRS990/PYInvestmentIncomeAmt057814
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt026094
IRS990/PYOtherRevenueAmt0-23439
IRS990/PYRevenuesLessExpensesAmt0-54851
IRS990/PYTotalExpensesAmt0226094
IRS990/PYTotalRevenueAmt0171243
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0282139
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0159211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0136868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0118841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt046605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0389870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0851395
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02171
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04752
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04015
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026252
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34710
IRS990ScheduleA/PublicSupportPY170Pct00.41410
IRS990ScheduleA/PublicSupportTotal170Amt0305993
IRS990ScheduleA/SubstantialContributorsTotAmt0545402
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0159211
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0136868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0118841
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt046605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0389870
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0851395
IRS990ScheduleA/TotalSupportAmt0881670
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt04023
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt04023
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt05000000
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05000000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05000000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05000000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05000000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05000000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05000000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0189500
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Vehicle Exhibit
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0168389
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01502
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0169891
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization owns shares in a closely held corporation. The stock will be redeemed in 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0168389
IRS990ScheduleD/TotalBookValueSecuritiesAmt05000000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Michelle and Josh Mandel - related through marriageWilliam and Rochelle Ghilotti - related through marriage.William Ghilotti and Michelle Ghilotti Mandel are children of Richard Ghilotti.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is prepared by an independent public accounting firm and reviewed by the board president and treasurer. any questions or comments that arise during their review are addressed prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board members are required to annually document in writing any interests, relationships or holdings that could potentially result in a conflict of interest. If a conflict of interest is identified from an annual disclosure, the organization's executive committee will review the conflict and takes appropriate action, which may include prohibiting an individual from participating in the board's deliberations and decisions regarding a certain transaction. If a conflict is identified during a meeting, the entire Board will decide what appropriate action to take.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The conflict of interest policy and annual financial statements are maintained at and available to the public at the organization's office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization has no paid officers, executive director or any other employees. As a result, a process for determining compensation of the organization's CEO, Executive Director, or top management official and any other officers or key employees is not necessary.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI, Section B Policies
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06523359
IRS990/TotalAssetsEOYAmt06718054
IRS990/TotalAssetsGrp/BOYAmt06523359
IRS990/TotalAssetsGrp/EOYAmt06718054
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0159211
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0184
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024539
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011502
IRS990/TotalFunctionalExpensesGrp/TotalAmt036225
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0500
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0500
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06522859
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06718054
IRS990/TotalProgramServiceExpensesAmt011502
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0159153
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0318364
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06523359
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06718054
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,718,054
Liabilities
$0
Net assets
$6,718,054
Revenue
$318,364
Expenses
$36,225
Net income
$282,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.13$0.00$8.13$0.73$0.38$0.34
2023Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.32$0.38$0.06
2022Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.99$0.12$0.87
2021Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.32$0.04$0.28
2020Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.17$0.23$0.05
2019Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.34$5.11$0.25$4.87
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.02$1.30$0.07$0.03$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.02$1.35$0.41$0.16$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.16$0.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.98$0.68$0.05$0.63
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.35$0.05$0.30
2013Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.00$0.04