Civic Intelligence

H Foundation

990PF • Fiscal year 2023 • EIN 59-2947260

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profile
600 Cleveland Street 1000Clearwater, FL 33755

(727) 446-0504

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

324%

Higher net margin than 99% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

17th percentile

-6.7%

Faster asset growth than 17% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,860,159

Down $349,006 (-6.7%) from 2022

Net Assets

Down

$4,860,159

Down $349,006 (-6.7%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$107,853

Down $197,114 (-221%) from 2022

Expenses

Down

$241,153

Down $28,907 (-11%) from 2022

Net Income

Down

-$349,006

Down $168,207 (-93%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,809,500Liabilities 2011: $0Net Assets 2011: $1,809,5002011Assets 2012: $3,117,741Liabilities 2012: $0Net Assets 2012: $3,117,7412012Assets 2013: $3,282,990Liabilities 2013: $1Net Assets 2013: $3,282,9902013Assets 2014: $3,259,186Liabilities 2014: $1Net Assets 2014: $3,259,1862014Assets 2015: $3,226,490Liabilities 2015: $1Net Assets 2015: $3,226,4902015Assets 2016: $3,234,995Liabilities 2016: $0Net Assets 2016: $3,234,9952016Assets 2017: $3,153,983Liabilities 2017: $0Net Assets 2017: $3,153,9832017Assets 2018: $3,045,527Liabilities 2018: $0Net Assets 2018: $3,045,5272018Assets 2019: $3,020,116Liabilities 2019: $1Net Assets 2019: $3,020,1162019Assets 2020: $2,926,045Liabilities 2020: $1Net Assets 2020: $2,926,0452020Assets 2021: $5,389,964Liabilities 2021: $1Net Assets 2021: $5,389,9642021Assets 2022: $5,209,165Liabilities 2022: $1Net Assets 2022: $5,209,1652022Assets 2023: $4,860,159Liabilities 2023: $1Net Assets 2023: $4,860,1592023Assets 2024: $4,697,504Liabilities 2024: $0Net Assets 2024: $4,697,5042024

Highlighted filing

2023

Assets$4,860,159
Liabilities$1
Net Assets$4,860,159
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $128,1552011Expenses 2012: $142,5532012Revenue 2013: $349,010Expenses 2013: $183,761Net Income 2013: $165,2492013Revenue 2014: $243,879Expenses 2014: $267,683Net Income 2014: -$23,8042014Revenue 2015: $231,033Expenses 2015: $263,729Net Income 2015: -$32,6962015Revenue 2016: $260,115Expenses 2016: $251,610Net Income 2016: $8,5052016Revenue 2017: $173,192Expenses 2017: $254,204Net Income 2017: -$81,0122017Revenue 2018: $117,631Expenses 2018: $226,087Net Income 2018: -$108,4562018Revenue 2019: $262,234Expenses 2019: $287,645Net Income 2019: -$25,4112019Revenue 2020: $205,603Expenses 2020: $299,674Net Income 2020: -$94,0712020Revenue 2021: $2,806,831Expenses 2021: $342,912Net Income 2021: $2,463,9192021Revenue 2022: $89,261Expenses 2022: $270,060Net Income 2022: -$180,7992022Revenue 2023: -$107,853Expenses 2023: $241,153Net Income 2023: -$349,0062023Revenue 2024: $134,308Expenses 2024: $297,963Net Income 2024: -$163,6552024

Highlighted filing

2023

Revenue-$107,853
Expenses$241,153
Net Income-$349,006
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON BINNICKER HILLTreasurer/Secretary-$0--
CHARLES HARTVice President-$0--
NANCY ECKERD NICHOLSPresident-$0--
Filing and Contact Details

Filer

Filer Name
The H Foundation
EIN
59-2947260
Phone
7274460504
Address
600 CLEVELAND STREET 1000, CLEARWATER, FL 33755

Signing Officer

Name
Nancy Nichols
Title
President
Phone
7274460504
Signed
2024-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
600 CLEVELAND STREET SUITE 1000, CLEARWATER, FL 33755
Preparer
Catherine Haug
Phone
7274460504
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24CHARLES SCHWAB CORPORATION HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25CHARLES SCHWAB CORPORATION HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26CHARLES SCHWAB CORPORATION HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27CIGNA COPRORATION 4.5% 2/25/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28CITIGROUP INC HYBRID 6/9/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29CITIGROUP INC HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30CITIGROUP INC HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31CITIGROUP INC HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32CITIGROUP INC HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33CITIZENS FINANCIAL GROUP INC HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34CLOROX COMPANY 4.4% 5/1/29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35CMS ENERGY CORPORATION HYBRID 6/1/50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36COMERICA INCORPORATED HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37CROWN CASTLE INTERNATIONAL COR 3.8% 2/15/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38DISCOVER FINANCIAL SERVICES HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39DOLLAR GENERAL CORPORATION 3.5% 4/3/30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40DOMINION ENERGY INC HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41DOW CHEMICAL COMPANY 4.8% 11/30/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42DUKE ENERGY CORPORATION HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43EBAY INC 3.6% 6/5/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44EDISON INTERNATIONAL HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45EMERA INCORPORATED HYBRID 6/15/76
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46ENBRIDGE INC 4.25% 12/1/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47ENBRIDGE INC HYBRID 1/15/84
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48ENERGY TRANSFER OPERATING LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49EVERSOURCE ENERGY 4.6% 7/1/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50FIFTH THIRD BANCORP HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51FINSERV INC 3.5% 7/1/29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52FOX CORP 3.5% 4/8/30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53GLOBAL PAYMENTS INC 4.95% 8/15/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54GS HIGH YIELD FUND CLASS P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55HUNTINGTON BANCSHARES INCORPOR HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56HUNTINGTON BANCSHARES INCORPOR HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57INTERCONTINENTAL EXCHANGE INC 4.% 9/15/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58JOHN DEERE CAPITAL CORPORATION MTN 2.35% 3/8/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59JP MORGAN CHASE & CO HYBRID 9/22/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60JP MORGAN CHASE & CO HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61JP MORGAN CHASE & CO HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62JP MORGAN CHASE & CO HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63JP MORGAN CHASE & CO HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64KELLOG CO 3.4$ 11/15/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65LINCOLN NATIONAL COROPRATION HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66M&T BANK CORPORATION HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67M&T BANK CORPORATION HYBRID PERPETUAL SER G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68MARKEL CORPORATION HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69METLIFE INC HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70MORGAN STANLEY HYBRID 12/10/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71MORGAN STANLEY PFD USD 1.6250 6.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72MORGAN STANLEY PFD USD 1.7188 6.88%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73NXP BV/NXP FUNDING LLC 5.55% 12/1/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74OMINCOM GROUP 3.6% 4/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75ORACLE CORPORATION 3.25% 5/15/30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76PHILP MORRIS INTERNATIONAL IN 4.875% 2/15/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77PNC FINANCIAL HYBRID 6/12/29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78PNC FINANCIAL SERVICES GROUP HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79PNC FINANCIAL SERVICES GROUP HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80PNC FINANCIAL SERVICES GROUP HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81PRUDENTIAL FINANCIAL INC HYBRID 5/15/45
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82PRUDENTIAL FINANCIAL INC HYBRID 9/1/52
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83REALTY INCOME CORPORATION 3% 1/15/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84REGIONS FINANCIAL CORPORATION HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85SABINE PASS LIQUEFACTION LLC 875% 6/30/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86SCE TRUST VII PFD 7.500 SERIES M NEXT CALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87SEMPRA ENERGY HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88SHIRE ACQUISTIONS INVESTMETNS 3.% 9/23/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89SIMON PROPERTY GROUP LP 3.375% 6/15/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90SOUTHERN COMPANY 8/1/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91SOUTHERN COMPANY HYBRID 1/15/51
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92STATE STREET CORPORATION HYBRID 2/7/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93THERMO FISHER SCIENTIFIC 1.75% 10/15/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94TRANSCANADA TRUST HYBRID 8/15/76
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95TRUIST FINANCIAL CORPORATION HYBRID MTN 3/2/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100US BANKCORP HYBRID MTN 1/27/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101US BANKCORP HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102US TREASURY NOTE .625% 11/30/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103US TREASURY NOTE 2.375% 5/1/5/29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104US TREASURY NOTE 4.125% 10/3/127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105US TREASURY NOTE 4.25% 5/31/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106US TREASURY NOTE 4.375% 10/31/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107US TREAURY NOTE 1.625% 2/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108VODAFONE GROUP PUBLIC LIMITED HYBRID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109VOYA FINANCIAL INC HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110WELLS FARGO & COMPANY HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111WELLS FARGO & COMPANY HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112WELLS FARGO & COMPANY HYBRID PERPETUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt015142
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt65797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt714831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt86919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt97021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt114949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt133899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt154775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt167331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt175576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1813297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt194753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt203838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2115373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt221603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt237682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt244933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt251579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt261805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt277945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2814648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt295098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt304935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt315013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt324614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt334740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt349909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt354515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt361885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt377602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt381929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt397378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt404437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt418082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt424923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt438707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt441862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt454896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt468883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt475319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt484173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt496948
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt501856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt513767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt527391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt533006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54250660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt551806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt561756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt572950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5815045

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,860,159
Liabilities
$1
Net assets
$4,860,159
Revenue
-$107,853
Expenses
$241,153
Net income
-$349,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.13$0.30$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.11$0.24$0.35
2022Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.09$0.27$0.18
2021Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$2.81$0.34$2.46
2020Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.21$0.30$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.26$0.29$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.12$0.23$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.17$0.25$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.26$0.25$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.23$0.26$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.24$0.27$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.35$0.18$0.17
2012Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.14
2011Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.13