Civic Intelligence

The Sandy River Charitable Foundation

990PF • Fiscal year 2022 • EIN 52-2029911

Jun 01, 2021 to May 31, 2022 • Filed on Apr 10, 2023

Organization Profile
349 Voter Hill RdFarmington, ME 04938

(610) 260-0689

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

89th percentile

57%

Higher net margin than 89% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

23rd percentile

$49,591

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

34th percentile

-4.6%

Faster asset growth than 34% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

29%

Faster revenue growth than 81% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$38,162,083

Down $1,857,501 (-4.6%) from 2021

Net Assets

Down

$38,162,083

Down $1,857,501 (-4.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin89th percentile

Revenue

Up

$4,330,603

Up $972,874 (+29%) from 2021

Expenses

Down

$1,867,318

Down $466,995 (-20%) from 2021

Net Income

Up

$2,463,285

Up $1,439,869 (+141%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$60M$40M$20M$0Assets 2011: $36,325,767Liabilities 2011: $02011Assets 2012: $34,801,027Liabilities 2012: $02012Assets 2013: $37,972,073Liabilities 2013: $02013Assets 2014: $38,678,716Liabilities 2014: $02014Assets 2015: $38,269,764Liabilities 2015: $02015Assets 2018: $37,529,059Liabilities 2018: $0Net Assets 2018: $37,529,0592018Assets 2019: $36,126,464Liabilities 2019: $0Net Assets 2019: $36,126,4642019Assets 2020: $35,967,792Liabilities 2020: $0Net Assets 2020: $35,967,7922020Assets 2021: $40,019,584Liabilities 2021: $0Net Assets 2021: $40,019,5842021Assets 2022: $38,162,083Liabilities 2022: $0Net Assets 2022: $38,162,0832022Assets 2023: $36,254,197Liabilities 2023: $0Net Assets 2023: $36,254,1972023Assets 2024: $37,166,699Liabilities 2024: $0Net Assets 2024: $37,166,6992024

Highlighted filing

2022

Assets$38,162,083
Liabilities$0
Net Assets$38,162,083
Open 2022 Filing

Operations Trend

Revenue Growth81st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,291,971Expenses 2011: $748,001Net Income 2011: $543,9702011Revenue 2012: $881,255Expenses 2012: $1,139,390Net Income 2012: -$258,1352012Revenue 2013: $1,410,383Expenses 2013: $1,099,553Net Income 2013: $310,8302013Revenue 2014: $1,725,239Expenses 2014: $2,428,734Net Income 2014: -$703,4952014Revenue 2015: $1,525,434Expenses 2015: $2,048,089Net Income 2015: -$522,6552015Revenue 2018: $1,467,699Expenses 2018: $1,668,941Net Income 2018: -$201,2422018Revenue 2019: $1,507,591Expenses 2019: $1,993,115Net Income 2019: -$485,5242019Revenue 2020: $3,043,089Expenses 2020: $2,526,939Net Income 2020: $516,1502020Revenue 2021: $3,357,729Expenses 2021: $2,334,313Net Income 2021: $1,023,4162021Revenue 2022: $4,330,603Expenses 2022: $1,867,318Net Income 2022: $2,463,2852022Revenue 2023: $3,913,980Expenses 2023: $1,841,368Net Income 2023: $2,072,6122023Revenue 2024: $3,999,628Expenses 2024: $2,074,761Net Income 2024: $1,924,8672024

Highlighted filing

2022

Revenue$4,330,603
Expenses$1,867,318
Net Income$2,463,285
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 10, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATHANAEL W BERRYVice President / SecretaryPT$46,316$3,275$49,591
ARCHIE W BERRY JRPresident-$0--
JON W BERRYTreasurer-$0--
NAN BERRYDirector-$0--
MARLA S BERRYDirector-$0--
SUPHAPORN V BERRYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Sandy River Charitable Foundation
EIN
52-2029911
Phone
6102600689
Address
349 VOTER HILL RD, FARMINGTON, ME 04938

Signing Officer

Name
Nathanael W Berry
Title
Vice President/secretary
Phone
6102601551
Signed
2023-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Baldwin Family Office LLC
Address
1001 CONSHOHOCKEN STATE RD STE, 1-202, WEST CONSHOHOCKEN, PA 19428
Preparer
Eric T Meck
Phone
6102601555
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NORFOLK SOUTHERN CORP - 1300 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NORTONLIFELOCK INC - 8000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NOVARTIS A G SPON ADR - 2036 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NOVO NORDISK - 2500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NXP SEMICONDUCTORS N.V. - 1050 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ON SEMICONDUCTOR CO - 2000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ORSTED A/S - 1425 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PROCTER AND GAMBLE CO. - 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64QUALCOMM INC - 3800 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65RAYTHEON TECHNOLOGIES - 700 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ROCHE HOLDING LTD SPON ADRF - 3000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67RYANAIR HOLDINGS PLC - 2193 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SCHLUMBERGER LTD - 300 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SFL CORPORATION LTD - 4951 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SHOPIFY INC - 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SPDR GOLD TRUST - 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72TAIWAN SEMICONDUCTOR MFG CO LTD SPON ADR - 2300 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TAKE TWO INTERACTIVE SOFTWARE INC - 5000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TATA MOTORS LTD - 6462 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TRIP.COM GROUP LTD - 2600 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76VERIZON COMMUNICATIONS - 500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77VISA INC. - 1200 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VONTIER CORP - 400 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79WAL-MART DE MEXICO CV SPN ADR CL V - 3850 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WAL-MART STORES INC. - 275 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ZOETIS INC - 2000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82BERKSHIRE HATHAWAY CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SHELL ADR EACH REP 2 ORD WI - 2100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SPORTRADAR GROUP - 2400 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85XP INC - 281 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0889289
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11254327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2118503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3201772
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4862653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt683003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71839620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81434334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9160002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10173205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11185000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13200504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1490000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15140400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16134112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17103090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18467298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1939067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2023114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ACCION FRONTIER INCLUSION FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ACCION QUONA INCLUSION FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2COASTAL VENTURES LP IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3COASTAL VENTURES, LP III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FINCLUSIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MAMASEZZ FOODS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PATIENT CAPITAL COLLAB. '13
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7STEINER FOUNDATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VICTORY FOOD HOLDINGS SER A PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VSJF FLEX CAPITAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10WHITETHORNE LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11MAINE GRAINES SERIES SEED CONVERTIBLE PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12WHITEHORNE CL A3 PFD FARM FERMENTATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13CROWN O'MAINE EUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14FARM FERMENTS CLASS A-3 UNITS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15FARM FERMENTS CLASS A-4 UNITS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16SUSTAIN VC LLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17COASTAL VENTURES, LP V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ACCION QUONA INCLUSION FUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ORPC SPV SUSTAINVC IMPACT FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20PATIENT CAPITAL COLLAB. '09
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21CONSOLIDATED HARVEST COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0889289
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11254327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2118503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3201772
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4862653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt683003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71839620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81434334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9160002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10173205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11185000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13200504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1490000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15140400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16134112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17103090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18467298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1939067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2023114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21100000
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
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0901623
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03427992
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0988
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04330603
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04330603
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03427992
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt041684
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04632
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt046316
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01472011
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01472011
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0901623
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0901623
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02463285
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07378414
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0988
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0988
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03427992
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04046042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt037344
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0269681
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0307025
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010248
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt032248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01560757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0284561
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01867318
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04330603
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04330603
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt088746
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0284561
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0395307
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04203
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03997685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt313603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1746

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,162,083
Liabilities
$0
Net assets
$38,162,083
Revenue
$4,330,603
Expenses
$1,867,318
Net income
$2,463,285
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$4.00$2.07$1.92
2023Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$3.91$1.84$2.07
2022Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$4.33$1.87$2.46
2021Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$3.36$2.33$1.02
2020Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$3.04$2.53$0.52
2019Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$1.51$1.99$0.49
2018Detailed filing. Detailed filing data is available for this year.$37.5$0.00$37.5$1.47$1.67$0.20
2015Summary only. Only limited summary data is available for this year.$38.3$0.00$1.53$2.05$0.52
2014Summary only. Only limited summary data is available for this year.$38.7$0.00$1.73$2.43$0.70
2013Summary only. Only limited summary data is available for this year.$38.0$0.00$1.41$1.10$0.31
2012Summary only. Only limited summary data is available for this year.$34.8$0.00$0.88$1.14$0.26
2011Summary only. Only limited summary data is available for this year.$36.3$0.00$1.29$0.75$0.54