Civic Intelligence

Adiuvans Foundation

990PF • Fiscal year 2023 • EIN 47-3693193

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 14, 2024

Organization Profile
2711 Liberty Hall LaneCharlottesville, VA 22901

(434) 994-9736

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

10th percentile

-78%

Higher net margin than 10% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$33,577

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

18th percentile

-4.6%

Faster asset growth than 18% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,794,720

Down $469,982 (-4.6%) from 2022

Net Assets

Down

$9,794,720

Down $469,982 (-4.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin10th percentile

Revenue

Down

$524,001

Down $222,110 (-30%) from 2022

Expenses

Down

$933,781

Down $520,811 (-36%) from 2022

Net Income

Up

-$409,780

Up $298,701 (+42%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$15M$10M$5.0M$0Assets 2015: $9,524,028Liabilities 2015: $02015Assets 2019: $11,475,522Liabilities 2019: $02019Assets 2020: $10,756,451Liabilities 2020: $0Net Assets 2020: $10,756,4512020Assets 2021: $10,987,115Liabilities 2021: $0Net Assets 2021: $10,987,1152021Assets 2022: $10,264,702Liabilities 2022: $0Net Assets 2022: $10,264,7022022Assets 2023: $9,794,720Liabilities 2023: $0Net Assets 2023: $9,794,7202023Assets 2024: $10,012,330Liabilities 2024: $0Net Assets 2024: $10,012,3302024

Highlighted filing

2023

Assets$9,794,720
Liabilities$0
Net Assets$9,794,720
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$10M$5.0M$0-$5.0MRevenue 2015: $9,824,878Expenses 2015: $300,850Net Income 2015: $9,524,0282015Revenue 2019: $446,178Expenses 2019: $610,765Net Income 2019: -$164,5872019Revenue 2020: -$29,007Expenses 2020: $615,661Net Income 2020: -$644,6682020Revenue 2021: $931,285Expenses 2021: $682,312Net Income 2021: $248,9732021Revenue 2022: $746,111Expenses 2022: $1,454,592Net Income 2022: -$708,4812022Revenue 2023: $524,001Expenses 2023: $933,781Net Income 2023: -$409,7802023Revenue 2024: $747,817Expenses 2024: $595,307Net Income 2024: $152,5102024

Highlighted filing

2023

Revenue$524,001
Expenses$933,781
Net Income-$409,780
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER GREY MCLEANDirector-$33,577-$33,577
SARAH R MCLEANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Adiuvans Foundation
EIN
47-3693193
Phone
4349949736
Address
2711 LIBERTY HALL LANE, CHARLOTTESVILLE, VA 22901

Signing Officer

Name
C Grey Mclean
Title
Director
Phone
4349949736
Signed
2024-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Hantzmon Wiebel Llp
Address
PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Josh Reifel
Phone
4342962156
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FUJITSU LTD NEW ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GILEAD SCIENCES INC COM CURRENT YIELD 3.703%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HANG SENG BK LTD SPN ADR CURRENT YIELD 5.170%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HARTFORD FINL SVCS GROUP CURRENT YIELD 2.338%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HENDERSON LD SPSD ADR CURRENT YIELD 6.293%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HERSHEY COMPANY CURRENT YIELD 2.557%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HEWLETT PACKARD ENTERPRISE CO CURRENT YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HITACHI . LTD 10 NEW ADR CURRENT YIELD 1.191%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HUMANA INC CURRENT YIELD 0.773%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39INDUSTRIA DE DISENO TEXTIL INDITEX SA SH CURRENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INDUSTRL AND COMMRCL BNK OF CHN CURRENT YIELD 7.263%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41INFOSYS TECH LTD ADR CURRENT YIELD 1.969%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42INTEL CORP CURRENT YIELD 0.995%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43INTL BUSINESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44J M SMUCKER CO CURRENT YIELD 3.355%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45JANUS HENDERSON GROUP PLC CURRENT YIELD 5.174%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46KEURIG DR PEPPER INC CURRENT YIELD 2.581%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47KIRIN HOLDINGS LTD SP AD CURRENT YIELD 2.621%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48KOMATSU NEW NEW SPNSDADR CURRENT YIELD 3.324%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49KONINKLIJKE AHOLD DELHAIZE NV SP ADR CURRENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50KROGER CO CURRENT YIELD 2.537%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51LENOVO GROUP LTD SP ADR CURRENT YIELD 3.328%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52LI AUTO INC SHS CL A ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MASTERCARD INC CURRENT YIELD 0.619%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MERCK AND CO INC SHS CURRENT YIELD 2.825%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55META PLATFORMS INC CLASS A COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MITSUBISHI ELEC ADR CURRENT YIELD 1.527%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MOLSON COORS BEVERAGE CO CURRENT YIELD 2.679%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NOVARTIS ADR CURRENT YIELD 2.252%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NOVO NORDISK A S ADR CURRENT YIELD 0.710%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NVIDIA CURRENT YIELD 0.032%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ONO PHARMACEUTICAL CO LTD SHS CURRENT YIELD 2.218%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ORMAT TECH INC CURRENT YIELD 0.633%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PEARSON SPONSORED ADR CURRENT YIELD 2.229%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PEPSICO INC CURRENT YIELD 2.979%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PFIZER INC CURRENT YIELD 5.835%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PUBLICIS GROUPE SPON ADR CURRENT YIELD 0.129%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SANOFI ADR CURRENT YIELD 2.764%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SAP SE SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SCHNEIDER ELEC SE ADR CURRENT YIELD 1.302%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SEKISUI HSE LD SPONS ADR CURRENT YIELD 3.132%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SHERWIN WILLIAMS CURRENT YIELD 0.775%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SINGAPORE TELECOMM LT AD CURRENT YIELD 3.937%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SK TELECOM CO LTD CURRENT YIELD 5.205%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75STELLANTIS NV STELLANTIS NV CURRENT YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SUN HG KAI PPTY SPSD ADR CURRENT YIELD 5.481%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SUNTORY BEVERAGE AND FOOD-UADR CURRENT YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SWIRE PAC LTD SPSD ADR A CURRENT YIELD 4.161%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SWISSCOM AG ADR CURRENT YIELD 3.341%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TAIWAN S MANUFCTRING ADR CURRENT YIELD 1.461%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81TE CONNECTIVITY LTD REG.SHS CURRENT YIELD 1.679%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TELEFONICA BRASIL SA SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TELEFONICA SA SPAIN ADR CURRENT YIELD 6.076%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TEXAS INSTRUMENTS CURRENT YIELD 3.050%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86THE MOSAIC COMPANY COMMON SHARES CURRENT YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TIM SA SHS ADR CURRENT YIELD 4.098%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TOYOTA MOTOR CORP ADR CURRENT YIELD 2.180%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TRAVELERS COS INC CURRENT YIELD 2.099%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TURKCELL ILETISIM ADR CURRENT YIELD 1.413%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91UNITED MICROELECT SP ADR CORP CURRENT YIELD 5.248%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UNITEDHEALTH GROUP INC CURRENT YIELD 1.428%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93UNIVERSAL DISPLAY CORP CURRENT YIELD 0.732%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94UNUM GROUP CURRENT YIELD 3.228%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VERIZON COMMUNICATNS COM CURRENT YIELD 7.055%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VERTEX PHARMCTLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VIPSHOP HLDGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VISA INC CL A SHRS CURRENT YIELD 0.798%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VODAFONE GROUP PLC SHS ADR CURRENT YIELD 10.839%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100W W GRAINGER INCORP CURRENT YIELD 0.897%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WALMART INC CURRENT YIELD 1.446%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WERNER ENTERPRISES INC CURRENT YIELD 1.321%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WH GROUP LTD SHS ADR CURRENT YIELD 5.416%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WIPRO LIMITED SPON ADR CURRENT YIELD 1.235%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105WOORI FINL GROUP INC. SHS ADR CURRENT YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1063I GROUP PLC SHS CURRENT YIELD 1.993%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0265216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1192300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2101149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3265090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4556493
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt547985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6164567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7589020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt889574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9304118
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11653395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12102053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13500284
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14299882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15299880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16199930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17432000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18441223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19605374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20361370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21771862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EATON VANCE FLOATING RATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GLOBAL X URANIUM ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES U.S. REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES ESG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PIMCO INCOME FUND CL I2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5REAL ESTATE SELECT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SPDR BLOOMBERG CONV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7TCW EMERGING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD SMALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD GLBL EX-US REAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ANGEL OAK MULTI STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CCM COMMUNITY IMPACT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12GUGGENHEIM ACTIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13GUGGENHEIM LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES IBONDS DEC 2026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ISHARES IBONDS DEC 2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ISHARES IBONDS DEC 2024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17LORD ABBETT SHORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18SPDR GOLD TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19SPDR PORTFOLIO SHORT TER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VIRTUS DIVID INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21WISDOMTREE FLOATING RATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0254830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1238632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2118559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3276806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4496758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt545268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6202309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7455883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt894484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9275941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10115082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11581926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12102620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13506860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14303052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15302939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16202643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17393386
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18477925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19611979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20410760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21770631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,794,720
Liabilities
$0
Net assets
$9,794,720
Revenue
$524,001
Expenses
$933,781
Net income
-$409,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.75$0.60$0.15
2023Detailed filing. Detailed filing data is available for this year.$9.79$0.00$9.79$0.52$0.93$0.41
2022Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.75$1.45$0.71
2021Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.93$0.68$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.03$0.62$0.64
2019Summary only. Only limited summary data is available for this year.$11.5$0.00$0.45$0.61$0.16
2015Summary only. Only limited summary data is available for this year.$9.52$0.00$9.82$0.30$9.52
Peer Organizations

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