Civic Intelligence

The Sandy River Charitable Foundation

990PF • Fiscal year 2023 • EIN 52-2029911

Jun 01, 2022 to May 31, 2023 • Filed on Apr 04, 2024

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

89th percentile

53%

Higher net margin than 89% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$53,071

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

13th percentile

-5.0%

Faster asset growth than 13% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-9.6%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$36,254,197

Down $1,907,886 (-5.0%) from 2022

Net Assets

Down

$36,254,197

Down $1,907,886 (-5.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin89th percentile

Revenue

Down

$3,913,980

Down $416,623 (-9.6%) from 2022

Expenses

Down

$1,841,368

Down $25,950 (-1.4%) from 2022

Net Income

Down

$2,072,612

Down $390,673 (-16%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2023

Assets$36,254,197
Liabilities$0
Net Assets$36,254,197
Open 2023 Filing

Operations Trend

Revenue Growth25th 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

2023

Revenue$3,913,980
Expenses$1,841,368
Net Income$2,072,612
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 4, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATHANAEL W BERRYVice President / SecretaryPT$44,303$8,768$53,071
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
2024-04-04
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/StockNm64BROADCOM LIMITED - 125 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PROCTER AND GAMBLE CO. - 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66QUALCOMM INC - 3800 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ABBOTT LABORATORIES - 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68METTLER TOLEDO INTL INC - 160 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MICROSOFT CORP. - 2000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MARRIOTT VACATIONS - 300 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71METTLER TOLEDO INTL INC - 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NORFOLK SOUTHERN CORP - 1300 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MARRIOTT INTL INC CL A - 250 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NOVO NORDISK - 2500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NXP SEMICONDUCTORS N.V. - 1050 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ON SEMICONDUCTOR CO - 2000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NIKE INC - 900 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78BROOKFIELD RENEWABLE PARTNERS LP - 3750 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01434334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1200504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt267900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3891198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4193223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51329357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6380845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7140400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt850000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9422523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt101845920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1190000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12185000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13108531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1498495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15275919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1665721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1782858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt201362562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21202783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VICTORY FOOD HOLDINGS SER A PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CROWN O'MAINE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WHITETHORNE LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ACCION FRONTIER INCLUSION FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VSJF FLEX CAPITAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ACCION QUONA INCLUSION FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ACCION QUONA OPPORTUNITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7WHITEHORNE CL A4 PFD FARM FERMENTATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8WHITEHORNE CL A3 PFD FARM FERMENTATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ACCION QUONA INCLUSION FUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10STEINER FOUNDATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11FARM FERMENTS CLASS A-3 UNITS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12MAINE GRAINES SERIES SEED CONVERTIBLE PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13COASTAL VENTURES LP IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14COASTAL VENTURES, LP III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15COASTAL VENTURES, LP V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ORPC SPV SUSTAINVC IMPACT FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17PATIENT CAPITAL COLLAB. '13
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18CONSOLIDATED HARVEST COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19MAMASEZZ FOODS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FINCLUSIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21SUSTAINVC IMPACT FUND II LLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01434334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1200504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt267900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3891199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4193223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51329357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6380845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7140400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt850000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9422523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101845920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1190000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12185000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13108531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1498495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15275919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1665721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1782858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt201362562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21202783
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/ExclusionAmt0519440
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03350916
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0904
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt042720
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03913980
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03913980
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03350916
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt039873
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04430
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt044303
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01243620
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01243620
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0519440
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0519440
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02072612
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04456871
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0904
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0904
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03350916
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03527481
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt045894
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt05099
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt050993
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03365
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0115570
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0118935
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt042720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt042720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt038386
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0253391
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0291777
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt06759
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0751
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt07510
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07258
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt079258
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01382869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0386499
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01841368
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03913980
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03913980
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0139249
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0386499
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0597748
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04972
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01050016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-23018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt415129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-59849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73410435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-23018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt415129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-59849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73410435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04456871

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Filings

Displayed year

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

Open filing
Assets
$36,254,197
Liabilities
$0
Net assets
$36,254,197
Revenue
$3,913,980
Expenses
$1,841,368
Net income
$2,072,612
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