Civic Intelligence

Jmz Charitable Foundation Inc.

990PF • Fiscal year 2015 • EIN 46-4839468

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization Profile
7777 Glades Road Suite 204Boca Raton, FL 33434

(561) 392-9059

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

77th percentile

11%

Faster asset growth than 77% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,586,042

Up $353,461 (+11%) from 2014

Net Assets

$3,586,042

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin93rd percentile

Revenue

Down

$617,948

Down $6,159,356 (-91%) from 2014

Expenses

Up

$223,171

Up $219,447 (+5893%) from 2014

Net Income

Down

$394,777

Down $6,378,803 (-94%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,232,581Liabilities 2014: $02014Assets 2015: $3,586,042Liabilities 2015: $0Net Assets 2015: $3,586,0422015Assets 2016: $3,421,546Liabilities 2016: $0Net Assets 2016: $3,421,5462016Assets 2017: $3,474,544Liabilities 2017: $0Net Assets 2017: $3,474,5442017Assets 2018: $3,378,278Liabilities 2018: $0Net Assets 2018: $3,378,2782018Assets 2019: $3,346,369Liabilities 2019: $0Net Assets 2019: $3,346,3692019Assets 2020: $3,157,549Liabilities 2020: $0Net Assets 2020: $3,157,5492020Assets 2021: $2,848,712Liabilities 2021: $0Net Assets 2021: $2,848,7122021Assets 2022: $3,404,429Liabilities 2022: $0Net Assets 2022: $3,404,4292022Assets 2023: $3,094,085Liabilities 2023: $0Net Assets 2023: $3,094,0852023Assets 2024: $2,900,101Liabilities 2024: $0Net Assets 2024: $2,900,1012024

Highlighted filing

2015

Assets$3,586,042
Liabilities$0
Net Assets$3,586,042
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $6,777,304Expenses 2014: $3,724Net Income 2014: $6,773,5802014Revenue 2015: $617,948Expenses 2015: $223,171Net Income 2015: $394,7772015Revenue 2016: $25,866Expenses 2016: $190,364Net Income 2016: -$164,4982016Revenue 2017: $279,570Expenses 2017: $226,572Net Income 2017: $52,9982017Revenue 2018: $104,110Expenses 2018: $200,376Net Income 2018: -$96,2662018Revenue 2019: $160,967Expenses 2019: $192,876Net Income 2019: -$31,9092019Revenue 2020: $68,718Expenses 2020: $257,538Net Income 2020: -$188,8202020Revenue 2021: $442,890Expenses 2021: $751,727Net Income 2021: -$308,8372021Revenue 2022: $775,029Expenses 2022: $209,125Net Income 2022: $565,9042022Revenue 2023: $105,842Expenses 2023: $392,742Net Income 2023: -$286,9002023Revenue 2024: $452,469Expenses 2024: $395,322Net Income 2024: $57,1472024

Highlighted filing

2015

Revenue$617,948
Expenses$223,171
Net Income$394,777
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH ZACHSPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Jmz Charitable Foundation Inc
EIN
46-4839468
Phone
5613929059
Address
7777 GLADES ROAD SUITE 204, BOCA RATON, FL 33434

Signing Officer

Name
Judith Zachs
Title
President
Phone
5613531040
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Gerson Preston Robinson & Co Pa
Address
7777 GLADES RD SUITE 204, BOCA RATON, FL 33434
Preparer
Gary R Gerson
Phone
5613929059
Raw XML AppendixShowing 400 of 656 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1227876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1366343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1439679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1527049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VANGUARD INDEX FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2PROSHARES TRUST MORNINGSTAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ISHARES CORE S&P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VODAFONE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5SPDR S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7VANGUARD SECTOR INDEX FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13SCHLUMBERGER LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18SECTOR SPDR TR SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ALIBABA GROUP HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21SECTOR SPDR TR SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ALPHABET INC CAP STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23AMERICAN TOWER CORPORATION
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1145626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2141129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3146172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4115065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5112948
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt691360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt768841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt865712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt946984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1049745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1148056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1291664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13115010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14159002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1548913
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16108462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17229060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JOHN HANCOCK DISCIPLINED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMERICAN NEW PERSPECTIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ALTERGRIS MULTI STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BLACKSTONE ALTERNTV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4JOHN HANCOCK GL ABSO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5JP MORGAN EQUITY INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ALLINACEBERSTEIN SELECT US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7GOLDMAN SACHS RISING DIVIDEND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PUTNAM EQUITY SPECTRUM FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ALLIANCEBERSTEIN CONCENTRD GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10OPPENHEIMERSTEELPATH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11FMI LARGE CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FIDELITY ADVISOR NEW INSIGHTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13MAINGATE MLP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14MATTHEWS ASIAN GROWTH & INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15GOLDMAN SACHS STRG INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16JP MORGAN STRATEGIC INCOME OPPORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17BLACKROCK GLOBAL LONG/SHORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18JOHN HANCOCK STR INC OPPOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19PRUDENTIAL ABSOLUTE RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21AB CONCENTRATED GROWTH ADVISOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22AB SELECT US LONG SHORT PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23AMERICAN EUROPACIFIC GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24DOUBLELINE TOTAL RT BOND FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25FIDELITY MID CAP ENHANCED INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26PRIMECAP ODYSSEY STOCK FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0235351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1134973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2140657
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5105102
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1146500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1288981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13109219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14146330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1547464
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1698246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17225931
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0104099
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt023682
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0490167
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0127781
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0490167
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0617948
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023682
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0188180
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0188180
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0104099
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0104099
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0394777
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01746464
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06705
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06705
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0513849
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt099645
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt027936
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt027936
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0195035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt028136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0223171
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0127781
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0617948
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06855
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt028136
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023682
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0394777
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt041316
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03627358
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03232581
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03586042
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0178933
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0178933
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0178933
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0179929
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0996
IRS990PF/DistributableAmountGrp/TotalTaxAmt0996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03003
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03003
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt03422457
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03232581
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03232581
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0191582
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0727048
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0688811
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0965081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0660392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0675278

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,586,042
Liabilities
$0
Net assets
$3,586,042
Revenue
$617,948
Expenses
$223,171
Net income
$394,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.45$0.40$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.11$0.39$0.29
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.78$0.21$0.57
2021Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.44$0.75$0.31
2020Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.07$0.26$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.16$0.19$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.10$0.20$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.28$0.23$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.03$0.19$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.62$0.22$0.39
2014Summary only. Only limited summary data is available for this year.$3.23$0.00$6.78$0.00$6.77