Civic Intelligence

Mildred V Horn Foundation

990PF • Fiscal year 2024 • EIN 61-6166544

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 16, 2025

Organization Profile

View Organization Page

2028 S Highway 53 Ste 3 Pmb 324Lagrange, KY 40031-9119

(502) 895-2622

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

76th percentile

28%

Higher net margin than 76% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

35th percentile

$97,892

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

54th percentile

5.5%

Faster asset growth than 54% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

34%

Faster revenue growth than 74% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$19,716,592

Up $1,026,045 (+5.5%) from 2023

Net Assets

Up

$19,711,473

Up $1,023,017 (+5.5%) from 2023

Liabilities

Up

$5,119

Up $3,028 (+145%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin76th percentile

Revenue

Up

$3,620,005

Up $911,268 (+34%) from 2023

Expenses

Up

$2,596,988

Up $65,991 (+2.6%) from 2023

Net Income

Up

$1,023,017

Up $845,277 (+476%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$30M$20M$10M$0Assets 2011: $21,225,312Liabilities 2011: $02011Assets 2012: $20,950,386Liabilities 2012: $02012Assets 2013: $20,533,260Liabilities 2013: $02013Assets 2014: $19,937,906Liabilities 2014: $02014Assets 2015: $19,078,936Liabilities 2015: $02015Assets 2019: $19,632,437Liabilities 2019: $0Net Assets 2019: $19,632,4372019Assets 2020: $18,974,762Liabilities 2020: $2,567Net Assets 2020: $18,972,1952020Assets 2021: $19,617,035Liabilities 2021: $2,6692021Assets 2022: $18,519,648Liabilities 2022: $2,769Net Assets 2022: $18,516,8792022Assets 2023: $18,690,547Liabilities 2023: $2,091Net Assets 2023: $18,688,4562023Assets 2024: $19,716,592Liabilities 2024: $5,119Net Assets 2024: $19,711,4732024

Highlighted filing

2024

Assets$19,716,592
Liabilities$5,119
Net Assets$19,711,473
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $471,329Expenses 2011: $1,627,380Net Income 2011: -$1,156,0512011Revenue 2012: $880,425Expenses 2012: $1,530,993Net Income 2012: -$650,5682012Revenue 2013: $1,069,996Expenses 2013: $1,778,072Net Income 2013: -$708,0762013Revenue 2014: $1,766,954Expenses 2014: $2,025,183Net Income 2014: -$258,2292014Revenue 2015: $1,323,051Expenses 2015: $1,918,438Net Income 2015: -$595,3872015Revenue 2019: $2,376,841Expenses 2019: $1,689,655Net Income 2019: $687,1862019Revenue 2020: $1,457,438Expenses 2020: $2,115,189Net Income 2020: -$657,7512020Revenue 2021: $3,306,418Expenses 2021: $2,665,247Net Income 2021: $641,1712021Revenue 2022: $1,216,745Expenses 2022: $2,314,232Net Income 2022: -$1,097,4872022Revenue 2023: $2,708,737Expenses 2023: $2,530,997Net Income 2023: $177,7402023Revenue 2024: $3,620,005Expenses 2024: $2,596,988Net Income 2024: $1,023,0172024

Highlighted filing

2024

Revenue$3,620,005
Expenses$2,596,988
Net Income$1,023,017
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY A BOWMANTrusteeFT$81,880$16,012$97,892
WILLIAM D DAVISTrusteePT$51,875$10,141$62,016
LOUISA M GAINESTrustee-$9,504-$9,504
WALTER T CRUTCHERTrustee-$4,838-$4,838
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-VARIOUS PURPOSES-LAGRANGE, KY, US$1,024,500
Paid Grant-VARIOUS PURPOSES-LAGRANGE, KY, US$597,350
Paid Grant-VARIOUS PURPOSES-LAGRANGE, KY, US$380,000
Paid Grant-VARIOUS PURPOSES-LAGRANGE, KY, US$204,500
Paid Grant-VARIOUS PURPOSES-LAGRANGE, KY, US$62,000
Paid Grant-VARIOUS PURPOSES-LAGRANGE, KY, US$20,000
Paid Grant-VARIOUS PURPOSES-LAGRANGE, KY, US$10,000
Filing and Contact Details

Filer

Filer Name
Mildred V Horn Foundation
EIN
61-6166544
Phone
5028952622
Address
2028 S HIGHWAY 53 STE 3 PMB 324, LAGRANGE, KY 40031-9119

Signing Officer

Name
William D Davis
Title
Trustee
Phone
5028958908
Signed
2025-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Penny L Stewart
Address
10200 FOREST GREEN BLVD STE 600, LOUISVILLE, KY 40223
Preparer
Penny Stewart
Phone
8775732043
Raw XML AppendixShowing 400 of 469 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110141
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LOUISA M GAINES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12028 S HIGHWAY 53 STE 3 PMB 324
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22028 S HWY 53 STE 3 PMB 324
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32028 S HIGHWAY 53 STE 3 PMB 324
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAGRANGE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LAGRANGE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3KY
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02566435
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02566435
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM D DAVIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02028 S HIGHWAY 53 STE 3 PMB 324
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040031
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05028952622
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt01-2 PAGE LETTER- PLUS A COPY OF CURRENT IRS EXEMPTION LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KIMBERLY BOWMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05028952622
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02028 S HIGHWAY 53 STE 3 PMB 324
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LAGRANGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd040031
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RESTRICTIONS- OLDHAM COUNTY, KY CONTIGUOUS COUNTIES EXCEPT PUBLIC HISTORIC HOMES IN KY,OH, IN, WV, TN, IL, VA, AND MO.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE UNLESS SPECIAL CONSIDERATION IS NECESSARY OR ANNUAL FUNDS ARE EXPENDED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01024500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1597350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2204500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3380000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt462000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt620000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1VARIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2VARIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3VARIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4VARIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5VARIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6VARIOUS PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2HISTORIC RESTORATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3HOMELESS SHELTERRESOURCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4LITERARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6SCIENTIFIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAGRANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAGRANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAGRANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAGRANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LAGRANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LAGRANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LAGRANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd140031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd240031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd340031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd440031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd540031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd640031
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02298350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02565124
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02565124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0253607
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt046919
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0301837
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01311
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0253607
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046919
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02566435
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01311
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0301837
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0300526
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AUTO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3COMPUTER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PORTFOLIO EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9SHIPPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11ADMINISTRATIVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01265
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12968
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2864
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31123
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4175
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5172
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61408
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt77
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt067
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1156
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24208
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt345
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt459
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt59
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt69
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt774
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01332

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$19,716,592
Liabilities
$5,119
Net assets
$19,711,473
Revenue
$3,620,005
Expenses
$2,596,988
Net income
$1,023,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.7$0.01$19.7$3.62$2.60$1.02
2023Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$2.71$2.53$0.18
2022Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$1.22$2.31$1.10
2021Summary only. Only limited summary data is available for this year.$19.6$0.00$3.31$2.67$0.64
2020Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$1.46$2.12$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$0.00$19.6$2.38$1.69$0.69
2015Summary only. Only limited summary data is available for this year.$19.1$0.00$1.32$1.92$0.60
2014Summary only. Only limited summary data is available for this year.$19.9$0.00$1.77$2.03$0.26
2013Summary only. Only limited summary data is available for this year.$20.5$0.00$1.07$1.78$0.71
2012Summary only. Only limited summary data is available for this year.$21.0$0.00$0.88$1.53$0.65
2011Summary only. Only limited summary data is available for this year.$21.2$0.00$0.47$1.63$1.16