Civic Intelligence

Perry Foundation Incorporated

990PF • Fiscal year 2024 • EIN 54-6036446

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 24, 2025

Organization Profile
P O Box 8260Charlottesville, VA 22906

(434) 977-5679

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.

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

80th percentile

34%

Higher net margin than 80% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

47th percentile

4.4%

Faster asset growth than 47% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

66%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$31,847,018

Up $1,329,018 (+4.4%) from 2023

Net Assets

Up

$31,847,018

Up $1,329,018 (+4.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin80th percentile

Revenue

Up

$3,871,789

Up $1,540,130 (+66%) from 2023

Expenses

Up

$2,542,771

Up $314,168 (+14%) from 2023

Net Income

Up

$1,329,018

Up $1,225,962 (+1190%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$40M$30M$20M$10M$0Assets 2011: $18,245,277Liabilities 2011: $02011Assets 2012: $18,137,337Liabilities 2012: $02012Assets 2013: $19,613,727Liabilities 2013: $02013Assets 2014: $20,930,894Liabilities 2014: $02014Assets 2015: $21,233,335Liabilities 2015: $02015Assets 2018: $20,624,743Liabilities 2018: $0Net Assets 2018: $20,624,7432018Assets 2019: $21,510,060Liabilities 2019: $02019Assets 2020: $22,432,169Liabilities 2020: $0Net Assets 2020: $22,432,1692020Assets 2021: $24,096,334Liabilities 2021: $0Net Assets 2021: $24,096,3342021Assets 2022: $30,414,944Liabilities 2022: $0Net Assets 2022: $30,414,9442022Assets 2023: $30,518,000Liabilities 2023: $0Net Assets 2023: $30,518,0002023Assets 2024: $31,847,018Liabilities 2024: $0Net Assets 2024: $31,847,0182024

Highlighted filing

2024

Assets$31,847,018
Liabilities$0
Net Assets$31,847,018
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $833,471Expenses 2011: $1,264,054Net Income 2011: -$430,5832011Revenue 2012: $1,185,161Expenses 2012: $1,293,101Net Income 2012: -$107,9402012Revenue 2013: $2,991,514Expenses 2013: $1,530,669Net Income 2013: $1,460,8452013Revenue 2014: $3,114,785Expenses 2014: $1,797,618Net Income 2014: $1,317,1672014Revenue 2015: $2,127,912Expenses 2015: $1,825,471Net Income 2015: $302,4412015Revenue 2018: $2,146,043Expenses 2018: $1,989,073Net Income 2018: $156,9702018Revenue 2019: $2,937,353Expenses 2019: $2,052,036Net Income 2019: $885,3172019Revenue 2020: $3,016,417Expenses 2020: $2,094,308Net Income 2020: $922,1092020Revenue 2021: $4,124,970Expenses 2021: $2,460,805Net Income 2021: $1,664,1652021Revenue 2022: $8,588,614Expenses 2022: $2,270,004Net Income 2022: $6,318,6102022Revenue 2023: $2,331,659Expenses 2023: $2,228,603Net Income 2023: $103,0562023Revenue 2024: $3,871,789Expenses 2024: $2,542,771Net Income 2024: $1,329,0182024

Highlighted filing

2024

Revenue$3,871,789
Expenses$2,542,771
Net Income$1,329,018
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 24, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD R MORINPresidentPT$0--
DANIEL P GOODALLVice President And Treasurer-$0--
KARA O'BRIEN-COXSecretary-$0--
SUSAN CABELL-MAINSTrustee-$0--
SUZANNE J BROOKSTrustee-$0--
WADE TREMBLAYTrustee-$0--
MARY BARRICKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Perry Foundation Inc
EIN
54-6036446
Phone
4349775679
Address
P O BOX 8260, CHARLOTTESVILLE, VA 22906

Signing Officer

Name
Philip L Sparks
Title
Trustee
Phone
4349775679
Signed
2025-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Hantzmon Wiebel Llp
Address
PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Helene H Downs
Phone
4342962156
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALIGN TECHNOLOGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMAZON.COM, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMERICAN TOWER CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ANALOG DEVICES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AUTODESK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AVANTOR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BERKSHIRE HATHAWAY INC DE CI B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BROOKFIELD ASSET MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BROOKFIELD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BROOKFIELD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CARMAX INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CASEYS GEN STORES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CLEAN HBRS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22COSTCO WHOLSALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DRAFTKINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ENOVIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EOG RES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ESAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ETSY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FAIRFAX FINANCIAL HOLDING PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31FIDELITY NATIONAL FINANCIAL INC GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GOOGLE INC. CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HUNT JB TRANS SVCS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35INTERCONTINENTAL EXCHANGE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36INTUITIVE SURGICAL INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37KINSALE CAP GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LAMAR ADVERTISING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LIVE NATION ENTERTAINMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MARKEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MOBILEYE GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NOVO NORDISK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PALO ALTO NETWORKS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PTC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53REPUBLIC SVCS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ROCKWELL AUTOMATION INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55SERVICES NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SPOTIFY TECHNOLOGY SA REGISTERED SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59TAKE-TWO INTERACTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61UBER TECHNOLOGIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VANGUARD INDEX S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VERTEX PHARMACEUTICALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VISA INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WATSCO INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68XYLEM INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0798730
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03073059
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03871789
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03871789
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03073059
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02317671
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02317671
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0798730
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0798730
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01329018
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt025593943
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03073059
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03783636
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt02230
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt02230
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt046145
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt046146
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt085429
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt085429
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02724
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt077724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02379617
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt088153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02542771
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03871789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03871789
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt061946
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt088153
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0225100
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02071
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt022520884
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03073059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025593943
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03073059
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01329018
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt031847018
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt030518000
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt031847018
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02275941
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02275941
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02275941
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02328534
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt052593
IRS990PF/DistributableAmountGrp/TotalTaxAmt052593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013565
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt066336
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt052593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013565
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt052593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt052593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt066336
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt010517745
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03901021
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05988911
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05994660
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt025850394
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt024095469
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt041032709
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt020000255
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt021329273
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0766585
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01762638
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01762638
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt030518000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt031847018
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt048790007
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt030518000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt031847018
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt030518000
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt031847018
IRS990PF/MethodOfAccountingCashInd0X
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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,847,018
Liabilities
$0
Net assets
$31,847,018
Revenue
$3,871,789
Expenses
$2,542,771
Net income
$1,329,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$3.87$2.54$1.33
2023Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$2.33$2.23$0.10
2022Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$8.59$2.27$6.32
2021Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$4.12$2.46$1.66
2020Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$3.02$2.09$0.92
2019Summary only. Only limited summary data is available for this year.$21.5$0.00$2.94$2.05$0.89
2018Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$2.15$1.99$0.16
2015Summary only. Only limited summary data is available for this year.$21.2$0.00$2.13$1.83$0.30
2014Summary only. Only limited summary data is available for this year.$20.9$0.00$3.11$1.80$1.32
2013Summary only. Only limited summary data is available for this year.$19.6$0.00$2.99$1.53$1.46
2012Summary only. Only limited summary data is available for this year.$18.1$0.00$1.19$1.29$0.11
2011Summary only. Only limited summary data is available for this year.$18.2$0.00$0.83$1.26$0.43