Civic Intelligence

The Doherty Foundation

990PF • Fiscal year 2021 • EIN 47-2312776

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

64th percentile

25%

Higher net margin than 64% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

32nd percentile

2.1%

Faster asset growth than 32% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

30%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,884,545

Up $143,177 (+2.1%) from 2020

Net Assets

Up

$6,884,545

Up $143,177 (+2.1%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin64th percentile

Revenue

Up

$583,754

Up $133,275 (+30%) from 2020

Expenses

Up

$440,577

Up $27,119 (+6.6%) from 2020

Net Income

Up

$143,177

Up $106,156 (+287%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $6,010,001Liabilities 2014: $02014Assets 2015: $7,976,306Liabilities 2015: $1Net Assets 2015: $7,976,3062015Assets 2016: $7,686,094Liabilities 2016: $0Net Assets 2016: $7,686,0942016Assets 2019: $6,704,347Liabilities 2019: $02019Assets 2020: $6,741,368Liabilities 2020: $1Net Assets 2020: $6,741,3682020Assets 2021: $6,884,545Liabilities 2021: $0Net Assets 2021: $6,884,5452021Assets 2022: $6,585,882Liabilities 2022: $1Net Assets 2022: $6,585,8822022Assets 2023: $6,313,885Liabilities 2023: $1Net Assets 2023: $6,313,8852023Assets 2024: $6,367,413Liabilities 2024: $0Net Assets 2024: $6,367,4132024

Highlighted filing

2021

Assets$6,884,545
Liabilities$0
Net Assets$6,884,545
Open 2021 Filing

Operations Trend

Revenue Growth64th 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: $6,010,001Expenses 2014: $0Net Income 2014: $6,010,0012014Revenue 2015: $2,090,287Expenses 2015: $123,982Net Income 2015: $1,966,3052015Revenue 2016: $51,826Expenses 2016: $342,038Net Income 2016: -$290,2122016Revenue 2019: $297,866Expenses 2019: $474,648Net Income 2019: -$176,7822019Revenue 2020: $450,479Expenses 2020: $413,458Net Income 2020: $37,0212020Revenue 2021: $583,754Expenses 2021: $440,577Net Income 2021: $143,1772021Revenue 2022: $222,903Expenses 2022: $521,566Net Income 2022: -$298,6632022Revenue 2023: $193,167Expenses 2023: $465,164Net Income 2023: -$271,9972023Revenue 2024: $518,426Expenses 2024: $464,898Net Income 2024: $53,5282024

Highlighted filing

2021

Revenue$583,754
Expenses$440,577
Net Income$143,177
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alison DohertyCo-Pres, Dir, Sec-$0--
Edward DohertyDir, Treas, Co-Pres-$0--
Filing and Contact Details

Filer

Filer Name
The Doherty Foundation
EIN
47-2312776
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
edward d doherty
Title
co-president
Phone
8008391754
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PART I, LINE 6A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $447,205 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $366 TOTAL PART I, LINE 6A: $447,571 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRADED SECURITIES GROSS SALES PRICE: $1,023,810 BOOK BASIS: $576,603 NET GAIN/(LOSS): $447,207 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $(2)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38INTERCONTINENTAL EXCHANGE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ISHARES TR S & P MIDCAP 400 IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41JOHCM INTERNATIONAL SELECT FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44LINDE PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LORD ABBETT INVESTMENT TRUST S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MARSH AND MCLENNAN COMPANIES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MORGAN STANLEY INSTI FD INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NIKE INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PARKER HANNIFIN CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PIMCO INCOME FUND P CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65REPUBLIC SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SOUTHWEST AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75THE HARTFORD MIDCAP FUND CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TRUIST FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VANGUARD FTSE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WALT DISNEY HOLDINGS CO
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0224868
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0238734
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt073921
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt071310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt046921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt243206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ENERGY TRANSFER LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ENTERPRISE PRODUCTS PARTNERS L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MAGELLAN MIDSTREAM PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MPLX LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt053783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt163157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt257214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt320654
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0142435
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0447205
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0366
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt077
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0283
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-6612
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0590000
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-6246
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0583754
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0447205
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0347000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0347000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0142435
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0142435
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0143177
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01023810
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0447571
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0531861
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt030746
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0339
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt031112
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0283
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-6329
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt056899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt056899
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0901
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05566
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0377746
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt058139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0440577
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0590000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0583754
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt030746
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt058139
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt093577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0576603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0447207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0447207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01023810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0447205
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0143177
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06884545
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06741368
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06884545
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0459485
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0459485
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0459485
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0466878
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07393
IRS990PF/DistributableAmountGrp/TotalTaxAmt07393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt03500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07400
IRS990PF/FMVAssetsEOYAmt09904880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0384582
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0334992
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0342092
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05799010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06092141
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09022719
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0146265
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0123406
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0194808
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06741368
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06884545
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt046529
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt035217
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt035217
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06741368
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06884545
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09904880
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06741368
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06884545

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Filings

Displayed year

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

Open filing
Assets
$6,884,545
Liabilities
$0
Net assets
$6,884,545
Revenue
$583,754
Expenses
$440,577
Net income
$143,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.52$0.46$0.05
2023Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.19$0.47$0.27
2022Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.22$0.52$0.30
2021Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.58$0.44$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.45$0.41$0.04
2019Summary only. Only limited summary data is available for this year.$6.70$0.00$0.30$0.47$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.05$0.34$0.29
2015Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$2.09$0.12$1.97
2014Summary only. Only limited summary data is available for this year.$6.01$0.00$6.01$0.00$6.01