Civic Intelligence

Herndon Foundation

990PF • Fiscal year 2020 • EIN 54-6060809

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 21, 2021

Organization Profile
9030 Stony Point Pkwy No 505Richmond, VA 23235

(804) 560-4119

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.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

8th percentile

-73%

Higher net margin than 8% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

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.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

9th percentile

-6.6%

Faster asset growth than 9% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-21%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$25,755,396

Down $1,814,326 (-6.6%) from 2019

Net Assets

Down

$25,755,396

Down $1,814,326 (-6.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin8th percentile

Revenue

Down

$2,475,680

Down $669,388 (-21%) from 2019

Expenses

Down

$4,272,097

Down $558,816 (-12%) from 2019

Net Income

Down

-$1,796,417

Down $110,572 (-6.6%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$80M$60M$40M$20M$0Assets 2011: $16,678,042Liabilities 2011: $02011Assets 2012: $22,266,142Liabilities 2012: $02012Assets 2013: $27,219,379Liabilities 2013: $02013Assets 2014: $27,001,302Liabilities 2014: $02014Assets 2015: $26,156,537Liabilities 2015: $02015Assets 2017: $28,904,985Liabilities 2017: $0Net Assets 2017: $28,904,9852017Assets 2018: $29,317,179Liabilities 2018: $0Net Assets 2018: $29,317,1792018Assets 2019: $27,569,722Liabilities 2019: $0Net Assets 2019: $27,569,7222019Assets 2020: $25,755,396Liabilities 2020: $0Net Assets 2020: $25,755,3962020Assets 2021: $30,381,361Liabilities 2021: $12021Assets 2022: $27,022,319Liabilities 2022: $0Net Assets 2022: $27,022,3192022Assets 2023: $41,497,576Liabilities 2023: $12023Assets 2024: $61,989,429Liabilities 2024: $0Net Assets 2024: $61,989,4292024

Highlighted filing

2020

Assets$25,755,396
Liabilities$0
Net Assets$25,755,396
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $890,663Expenses 2011: $1,710,883Net Income 2011: -$820,2202011Revenue 2012: $7,885,733Expenses 2012: $2,297,633Net Income 2012: $5,588,1002012Revenue 2013: $8,280,898Expenses 2013: $3,327,661Net Income 2013: $4,953,2372013Revenue 2014: $3,616,689Expenses 2014: $3,834,766Net Income 2014: -$218,0772014Revenue 2015: $2,534,812Expenses 2015: $3,379,577Net Income 2015: -$844,7652015Revenue 2017: $3,381,871Expenses 2017: $4,204,671Net Income 2017: -$822,8002017Revenue 2018: $3,464,296Expenses 2018: $5,338,402Net Income 2018: -$1,874,1062018Revenue 2019: $3,145,068Expenses 2019: $4,830,913Net Income 2019: -$1,685,8452019Revenue 2020: $2,475,680Expenses 2020: $4,272,097Net Income 2020: -$1,796,4172020Revenue 2021: $9,099,311Expenses 2021: $4,363,164Net Income 2021: $4,736,1472021Revenue 2022: $5,294,934Expenses 2022: $5,624,613Net Income 2022: -$329,6792022Revenue 2023: $22,490,045Expenses 2023: $6,043,237Net Income 2023: $16,446,8082023Revenue 2024: $16,133,487Expenses 2024: $6,073,000Net Income 2024: $10,060,4872024

Highlighted filing

2020

Revenue$2,475,680
Expenses$4,272,097
Net Income-$1,796,417
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 21, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM M GOTTWALDTrusteePT$0--
JAMES T GOTTWALDTrusteePT$0--
JOHN D GOTTWALDTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF RICHMONDPROGRAM SUPPORT - STEM SCHOLARSHIPPCRICHMOND, VA, US$584,000
Paid GrantVMI FOUNDATIONOPERATING SUPPORTPCLEXINGTON, VA, US$375,000
Paid GrantVCU SCHOOL OF ENGINEERING FOUNDATIONSCHOLARSHIP SUPPORTPCRICHMOND, VA, US$350,000
Paid GrantJ SARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATIONPLEDGE COMPLETIONPCRICHMOND, VA, US$150,000
Paid GrantVMI FOUNDATIONOPERATING SUPPORTPCLEXINGTON, VA, US$125,000
Paid GrantVMI FOUNDATIONOPERATING SUPPORTPCLEXINGTON, VA, US$125,000
Paid GrantVMI FOUNDATIONOPERATING SUPPORT - PREPAYMENT TOWARD 2021 GIFTPCLEXINGTON, VA, US$100,000
Paid GrantCRISTO REY RICHMONDOPERATING SUPPORTPCRICHMOND, VA, US$75,000
Paid GrantJ SARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATIONIN SUPPORT OF SKILLED TRADESPCRICHMOND, VA, US$75,000
Paid GrantAMERICAN BATTLEFIELD TRUSTOPERATING SUPPORTPCWASHINGTON, DC, US$50,000
Paid GrantCRISTO REY RICHMONDCOMPLETION OF CHEMISTRY CLASSROOM PLEDGEPCRICHMOND, VA, US$50,000
Paid GrantGRASPOPERATING SUPPORTPCGLEN ALLEN, VA, US$50,000
Paid GrantHIGHER ACHIEVEMENTOPERATING SUPPORTPCRICHMOND, VA, US$50,000
Paid GrantTHE AMERICAN CIVIL WAR CENTER AT HISTORIC TREDEGAROPERATING SUPPORTPCRICHMOND, VA, US$50,000
Paid GrantVIRGINIA OPERAOPERATING SUPPORTPCRICHMOND, VA, US$50,000
Paid GrantCODERVA REGIONAL HIGH SCHOOLFOR PURCHASE OF RASPBERRY PI 4 DESKTOP KITSPCRICHMOND, VA, US$32,800
Paid GrantCOLLEGIATE SCHOOLSCHOLARSHIP SUPPORTPCRICHMOND, VA, US$30,000
Paid GrantACTSOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantBIGELOW LABORATORY FOR OCEAN SCIENCESOPERATING SUPPORTPCEAST BOOTHBAY, ME, US$25,000
Paid GrantBLUE SKY FUNDOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantBOYS AND GIRLS CLUB OF METRO RICHMONDOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantCAPITAL REGION LAND CONSERVANCYOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantCENTRAL VIRGINIA LEGAL AID SOCIETYOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantFEEDMOREOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantFOCUSED ULTRASOUND FOUNDATIONPROGRAM SUPPORT - MEDICAL RESEARCHPCCHARLOTTESVILLE, VA, US$25,000
Paid GrantGROUNDWORK RVAOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantINTERNATIONAL GAME FISH ASSOCIATIONOPERATING SUPPORTPCDANIA BEACH, FL, US$25,000
Paid GrantJ SARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATIONLOANER COMPUTERS PURCHASEPCRICHMOND, VA, US$25,000
Paid GrantJAMES RIVER ASSOCIATIONOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantJAMES RIVER ASSOCIATIONCAPITAL CAMPAIGN CONTRIBUTIONPCRICHMOND, VA, US$25,000
Paid GrantLACKEY CLINICOPERATING SUPPORTPCYORKTOWN, VA, US$25,000
Paid GrantLACKEY CLINICOPERATING SUPPORTPCYORKTOWN, VA, US$25,000
Paid GrantNEIGHBORHOOD RESOURCE CENTEROPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantNEIGHBORHOOD RESOURCE CENTEROPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantNEIGHBORHOOD RESOURCE CENTEROPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantPARTNERSHIP FOR THE FUTUREOPERATING SUPPORTPCGLEN ALLEN, VA, US$25,000
Paid GrantPARTNERSHIP FOR THE FUTUREOPERATING SUPPORTPCGLEN ALLEN, VA, US$25,000
Paid GrantPATRICK HENRY SCHOOL OF SCIENCE & ARTSIN SUPPORT OF FUNDRAISING PLAN DEVELOPMENTPCRICHMOND, VA, US$25,000
Paid GrantPETER PAUL DEVELOPMENT CENTEROPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantPETER PAUL DEVELOPMENT CENTEROPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantST ANDREWS SCHOOLOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantST JAMES CHILDREN'S CENTEROPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantSWIMRVAOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantUNITED WAY OF GREATER RICHMONDOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantUP RVAOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantUP RVAOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantUP RVA2019 PLEDGE COMPLETIONPCRICHMOND, VA, US$25,000
Paid GrantYMCA OF GREATER RICHMONDOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantYWCAOPERATING SUPPORTPCRICHMOND, VA, US$25,000
Paid GrantRIVER ROAD CHURCH BAPTISTOPERATING SUPPORTPCRICHMOND, VA, US$24,000
Paid GrantBETTER HOUSING COALITIONOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantCHILDREN'S HOME SOCIETYOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantCHILDSAVERSOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantCOMMUNITIES IN SCHOOL - RICHMONDOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantELK HILLOPERATING SUPPORTPCGOOCHLAND, VA, US$20,000
Paid GrantFEEDMOREOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantHOMEWARDOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantLITTLE HANDS VIRGINIAOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantMCV FOUNDATIONIN SUPPORT OF THE GOTTWALD INDIGENT CARE FUNDPCRICHMOND, VA, US$20,000
Paid GrantMCV FOUNDATIONIN SUPPORT OF THE MARGARET N. & JOHN D. GOTTWALD NICU ENDOWMENTPCRICHMOND, VA, US$20,000
Paid GrantMENTOR VIRGINIAOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantNEXTUPOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantPARTNERSHIP FOR THE FUTUREOPERATING SUPPORTPCGLEN ALLEN, VA, US$20,000
Paid GrantSHALOM FARMSOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantTHE NEW COMMUNITY SCHOOLOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantTHE RICHMOND BALLETOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantTHE RICHMOND BALLETOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantTHE SACRED HEART CENTEROPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantVIRGINIA CENTER FOR CREATIVE ARTSOPERATING SUPPORTPCAMHERST, VA, US$20,000
Paid GrantVIRGINIA LEAGUE OF PLANNED PARENTHOODOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantYWCAOPERATING SUPPORTPCRICHMOND, VA, US$20,000
Paid GrantANNA JULIA COOPER SCHOOLOPERATING SUPPORTPCRICHMOND, VA, US$15,000
Paid GrantFIT4KIDSOPERATING SUPPORTPCRICHMOND, VA, US$15,000
Paid GrantHOMEAGAINOPERATING SUPPORTPCRICHMOND, VA, US$15,000
Paid GrantJUNIOR ACHIEVEMENT OF CENTRAL VIRGINIAPROGRAM SUPPORTPCRICHMOND, VA, US$15,000
Paid GrantREAD TO THEMOPERATING SUPPORTPCRICHMOND, VA, US$15,000
Paid GrantBONEFISH & TARPON TRUST INCPROGRAM SUPPORT - HURRICANE DORIAN RELIEF AND RECOVERY FUNDPCCORAL GABLES, FL, US$10,100
Paid GrantACTSOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantALZHEIMER'S ASSOCIATIONOPERATING SUPPORTPCGLEN ALLEN, VA, US$10,000
Paid GrantBETTER HOUSING COALITIONOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantBLUE SKY FUNDOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantBOYS AND GIRLS CLUB OF METRO RICHMONDOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantCARITASOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantCARITASOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantCENTRAL LOUISANA COMMUNITY FOUNDATIONHURRICANE LAURA RELIEFPCALEXANDRIA, LA, US$10,000
Paid GrantCENTRAL LOUISANA COMMUNITY FOUNDATIONHURRICANE LAURA RELIEFPCALEXANDRIA, LA, US$10,000
Paid GrantCHALLENGE DISCOVERYOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantCHILDREN'S HOSPITAL OF RICHMONDOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantCOMFORT ZONE CAMPOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantELIJAH HOUSE ACADEMYOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantFOOD BANK OF CENTRAL LOUISIANAHURRICANE LAURA RELIEFPCALEXANDRIA, LA, US$10,000
Paid GrantFOOD BANK OF CENTRAL LOUISIANAHURRICANE LAURA RELIEFPCALEXANDRIA, LA, US$10,000
Paid GrantFRIENDS ASSOCIATIONOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantGOOCHLAND CARESOPERATING SUPPORTPCGOOCHLAND, VA, US$10,000
Paid GrantGOODWILL OF CENTRAL AND COASTAL VIRGINIAOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantGREATER RICHMOND SCANOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantHENRICO EDUCATION FOUNDATIONOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantHOUSING OPPORTUNITIES MADE EQUAL OF VIRGINIA INCOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantHUMANKINDOPERATING SUPPORTPCLYNCHBURG, VA, US$10,000
Paid GrantJAMES RIVER ASSOCIATIONOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantLACKEY CLINICOPERATING SUPPORTPCYORKTOWN, VA, US$10,000
Paid GrantMCSHIN FOUNDATIONOPERATING SUPPORTPCHENRICO, VA, US$10,000
Paid GrantOAKWOOD ARTSOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantREWORK RICHMONDOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantREESTABLISH RICHMONDOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantRICHMOND SYMPHONYOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantRICHMOND SYMPHONYOPERATING SUPPORT - FINAL PAYMENT ON SOFT PLEDGE VIA AL BROADDUSPCRICHMOND, VA, US$10,000
Paid GrantSALVATION ARMY BOYS & GIRLS CLUBOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantSHALOM FARMSOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantSHELTERING ARMS FOUNDATIONOPERATING SUPPORTPCGLEN ALLEN, VA, US$10,000
Paid GrantTHE READ CENTEROPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantTHE READ CENTEROPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantTHE VIRGINIA HOMEOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantUNDERGROUND KITCHEN - COMMUNITY FIRSTOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantVIRGINIA HOME FOR BOYS AND GIRLSOPERATING SUPPORTPCHENRICO, VA, US$10,000
Paid GrantVIRGINIA OPERAOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantYMCA OF GREATER RICHMONDOPERATING SUPPORTPCRICHMOND, VA, US$10,000
Paid GrantTHE RICHMOND BALLETOPERATING SUPPORTPCRICHMOND, VA, US$6,000
Paid GrantMAYMONT FOUNDATIONOPERATING SUPPORTPCRICHMOND, VA, US$5,000
Paid GrantPOSITIVE VIBE FOUNDATIONOPERATING SUPPORTPCRICHMOND, VA, US$5,000
Paid GrantSPORTABLEOPERATING SUPPORTPCRICHMOND, VA, US$5,000
Paid GrantVIRGINIA DENTAL ASSOCIATION FOUNDATIONOPERATING SUPPORTPCRICHMOND, VA, US$5,000
Paid GrantBONEFISH AND TARPON TRUSTOPERATING SUPPORTPCCORAL GABLES, FL, US$2,500
Paid GrantFRIENDS OF HOLLYWOOD CEMETERYOPERATING SUPPORTPCRICHMOND, VA, US$2,500
Paid GrantJAMESTOWN REDISCOVERY FOUNDATIONPROGRAM SUPPORTPCJAMESTOWN, VA, US$2,500
Paid GrantLEARNING ALLYOPERATING SUPPORTPCPRINCETON, NJ, US$2,500
Paid GrantRICK SHARP ALZHEIMER'S FOUNDATIONOPERATING SUPPORTPCHENRICO, VA, US$2,500
Paid GrantVALENTINE RICHMOND HISTORY CENTEROPERATING SUPPORTPCRICHMOND, VA, US$2,500
Paid GrantBLINDED VETERANS ASSOCIATIONOPERATING SUPPORTPCALEXANDRIA, VA, US$1,000
Paid GrantHENRICO CHRISTMAS MOTHEROPERATING SUPPORTPCHENRICO, VA, US$1,000
Paid GrantPALM BEACH COMMUNITY CHESTOPERATING SUPPORTPCPALM BEACH, FL, US$1,000
Paid GrantPROJECT HEALING WATERSOPERATING SUPPORTPCLA PLATA, MD, US$1,000
Paid GrantRICHMOND CHRISTMAS MOTHEROPERATING SUPPORTPCRICHMOND, VA, US$1,000
Paid GrantAMERICAN CANCER SOCIETYOPERATING SUPPORTPCGLEN ALLEN, VA, US$750
Paid GrantAMERICAN HEART ASSOCIATIONOPERATING SUPPORTPCGLEN ALLEN, VA, US$750
Paid GrantAMERICAN LUNG ASSOCIATIONOPERATING SUPPORTPCRICHMOND, VA, US$750
Paid GrantAMERICAN LUNG ASSOCIATION OF VIRGINIAOPERATING SUPPORTPCRICHMOND, VA, US$750
Paid GrantHENRY FLAGLER MUSEUMOPERATING SUPPORTPCPALM BEACH, FL, US$500
Paid GrantHISTORIC RICHMOND FOUNDATIONOPERATING SUPPORTPCRICHMOND, VA, US$500
Paid GrantHUNTERS FOR THE HUNGRYOPERATING SUPPORTPCBIG ISLAND, VA, US$500
Paid GrantRICHMOND VOLUNTEER RESCUE SQUADOPERATING SUPPORTPCRICHMOND, VA, US$500
Paid GrantTUCKAHOE VOLUNTEER RESCUE SQUADOPERATING SUPPORTPCRICHMOND, VA, US$500
Paid GrantVIRGINIA BEACH VOLUNTEER RESCUE SQUADOPERATING SUPPORTPCVIRGINIA BEACH, VA, US$500
Paid GrantWALKERTON COMMUNITY FIRE ASSOCIATIONOPERATING SUPPORTPCWALKERTON, VA, US$500
Filing and Contact Details

Filer

Filer Name
Herndon Foundation
EIN
54-6060809
Phone
8045604119
Address
9030 STONY POINT PKWY NO 505, RICHMOND, VA 23235

Signing Officer

Name
William M Gottwald
Title
Trustee
Phone
8045604119
Signed
2021-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
9801 WASHINGTONIAN BLVD STE 500, GAITHERSBURG, MD 20878
Preparer
William E Turco CPA
Phone
3012963600
Raw XML AppendixShowing 400 of 1,819 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0455035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17395519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES - OTHER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS FROM PASSTHROUGHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-37010
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1796417
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt017909
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt025773305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt027569722
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt025755396
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04190452
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04190452
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04190452
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0215
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04223448
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032781
IRS990PF/DistributableAmountGrp/TotalTaxAmt032996
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt087442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0120223
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt032781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt087442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt032781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt032781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0120223
IRS990PF/FMVAssetsEOYAmt0101506116
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,755,396
Liabilities
$0
Net assets
$25,755,396
Revenue
$2,475,680
Expenses
$4,272,097
Net income
-$1,796,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$16.1$6.07$10.1
2023Summary only. Only limited summary data is available for this year.$41.5$0.00$22.5$6.04$16.4
2022Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$5.29$5.62$0.33
2021Summary only. Only limited summary data is available for this year.$30.4$0.00$9.10$4.36$4.74
2020Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$2.48$4.27$1.80
2019Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$3.15$4.83$1.69
2018Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$3.46$5.34$1.87
2017Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$3.38$4.20$0.82
2015Summary only. Only limited summary data is available for this year.$26.2$0.00$2.53$3.38$0.84
2014Summary only. Only limited summary data is available for this year.$27.0$0.00$3.62$3.83$0.22
2013Summary only. Only limited summary data is available for this year.$27.2$0.00$8.28$3.33$4.95
2012Summary only. Only limited summary data is available for this year.$22.3$0.00$7.89$2.30$5.59
2011Summary only. Only limited summary data is available for this year.$16.7$0.00$0.89$1.71$0.82