Civic Intelligence

David Buntzman Foundation

990PF • Fiscal year 2020 • EIN 65-6450572

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 17, 2021

Organization Profile
114 W 47th St Ny8-114-07-07 AftNew York, NY 10036-1510

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.00x

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

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Net Margin

27th percentile

-80%

Higher net margin than 27% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

87th percentile

$15,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Asset Growth

35th percentile

-2.8%

Faster asset growth than 35% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-34%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$4,350,865

Down $123,794 (-2.8%) from 2019

Net Assets

Down

$4,350,865

Down $123,794 (-2.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin27th percentile

Revenue

Down

$153,289

Down $79,859 (-34%) from 2019

Expenses

Up

$275,517

Up $1,130 (+0.4%) from 2019

Net Income

Down

-$122,228

Down $80,989 (-196%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,421,825Liabilities 2011: $02011Assets 2012: $4,382,347Liabilities 2012: $02012Assets 2013: $4,333,883Liabilities 2013: $02013Assets 2014: $4,347,215Liabilities 2014: $02014Assets 2015: $4,288,009Liabilities 2015: $02015Assets 2018: $4,517,672Liabilities 2018: $0Net Assets 2018: $4,517,6722018Assets 2019: $4,474,659Liabilities 2019: $0Net Assets 2019: $4,474,6592019Assets 2020: $4,350,865Liabilities 2020: $0Net Assets 2020: $4,350,8652020Assets 2021: $4,420,658Liabilities 2021: $0Net Assets 2021: $4,420,6582021Assets 2022: $4,350,054Liabilities 2022: $0Net Assets 2022: $4,350,0542022Assets 2023: $4,233,802Liabilities 2023: $0Net Assets 2023: $4,233,8022023Assets 2024: $4,177,562Liabilities 2024: $0Net Assets 2024: $4,177,5622024

Highlighted filing

2020

Assets$4,350,865
Liabilities$0
Net Assets$4,350,865
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$400K$200K$0-$200KRevenue 2011: $273,804Expenses 2011: $210,768Net Income 2011: $63,0362011Revenue 2012: $249,383Expenses 2012: $273,624Net Income 2012: -$24,2412012Revenue 2013: $236,999Expenses 2013: $276,414Net Income 2013: -$39,4152013Revenue 2014: $323,550Expenses 2014: $296,405Net Income 2014: $27,1452014Revenue 2015: $250,425Expenses 2015: $297,213Net Income 2015: -$46,7882015Revenue 2018: $371,552Expenses 2018: $279,771Net Income 2018: $91,7812018Revenue 2019: $233,148Expenses 2019: $274,387Net Income 2019: -$41,2392019Revenue 2020: $153,289Expenses 2020: $275,517Net Income 2020: -$122,2282020Revenue 2021: $357,848Expenses 2021: $288,488Net Income 2021: $69,3602021Revenue 2022: $246,086Expenses 2022: $313,850Net Income 2022: -$67,7642022Revenue 2023: $164,073Expenses 2023: $281,171Net Income 2023: -$117,0982023Revenue 2024: $219,255Expenses 2024: $274,840Net Income 2024: -$55,5852024

Highlighted filing

2020

Revenue$153,289
Expenses$275,517
Net Income-$122,228
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GABRIEL BUNTZMANCo-TrusteePT$15,000-$15,000
LOUISE BUNTZMANCo-TrusteePT$15,000-$15,000
AMANDA ALLENCo-TrusteePT$15,000-$15,000
SARAH STRONGCo-TrusteePT$15,000-$15,000
Filing and Contact Details

Filer

Filer Name
David Buntzman Foundation
EIN
65-6450572
Phone
8888663275
Address
114 W 47TH ST NY8-114-07-07 AFT, NEW YORK, NY 10036-1510

Signing Officer

Name
Gabriel Buntzman
Title
Trustee
Phone
8888663275
Signed
2021-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802
Preparer
Karen J Kiser
Phone
8888663275
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm176912810RM2 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm177912828PC8 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm178912828XL9 U.S. TRSY INFLATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1799128283U2 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm180912810RT7 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm181912810QT8 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm182912810RU4 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm183912828L32 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm184912828VS6 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm185912828XU9 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm186912828B66 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18731359MGK3 FEDERAL NATL MTG ASS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1883140GYGZ6 FNMA PBH9215 03 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm189912810QW1 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm190912810RJ9 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm191912810SA7 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1923138WCQG1 FNMA PAS3154 04%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1939128283P3 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm194912828T34 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1959128284P2 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19631418CMG6 FNMA PMA3058 04%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1979128286B1 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19878486Q200 SVB FINANCIAL GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19989832Q836 TRUIST FINANCIAL COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20089832Q851 TRUIST FINANCIAL COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20174460W578 PUBLIC STORAGE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm202174610402 CITIZENS FINCL GRP I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20374460W644 PUBLIC STORAGE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm204929089209 VOYA FINANCIAL INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20531418DGN6 FNMA PMA3804 04%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20610922NAC7 BRIGHTHOUSE FINANCIA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20721685WDD6 USD RABOBANK UTRECHT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm208912828YB0 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20986787EBE6 SUNTRUST BANK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm210084423805 W.R. BERKLEY CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm211125896845 CMS ENERGY CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm212008252850 AFFILIATED MANAGERS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm213025932807 AMERICAN FINANCIAL G
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21414040H824 CAPITAL ONE FINANCIA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm215174610204 CITIZENS FINANCIAL G
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21633616C787 FIRST REPUBLIC BANK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm217054561204 AXA EQUITABLE HLDGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm218097023CN3 BOEING CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21925152R5F6 USD DEUTSCHE BANK AG
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm220883556BN1 THERMO FISHER SCIENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22126441C501 DUKE ENERGY CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22202209SBB8 ALTRIA GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm223023135BF2 AMAZON.COM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm224437076BN1 HOME DEPOT INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2259128283R9 U.S. TRSY INFLATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22648128B622 JPMORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22748128B648 JPMORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm228026874768 AMERICAN INTERNATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm229253868822 DIGITAL REALTY TRUST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23084857L309 SPIRE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm231912828Y95 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2329128286T2 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm233493267868 KEYCORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23474460W628 PUBLIC STORAGE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm235665859856 NORTHERN TRUST CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2367591EP704 REGIONS FINANCIAL CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23789832Q844 TRUIST FINANCIAL COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm238035240AQ3 ANHEUSER-BUSCH INBEV
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23969360J552 PB BUSINESS PARKS IN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24087161C709 SYNOVUS FINANCIAL CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm241822582CB6 SHELL INTERNATIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm242912828W71 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm243316773860 FIFTH THIRD BANCORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24405574LFY9 BNP PARIBAS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm245912810SF6 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24694974BGH7 WELLS FARGO & COMPAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm247020002812 ALLSTATE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24865339K860 NEXTERA ENERGY CAPIT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm249015857808 ALGONQUIN POWER & UT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm250020002838 ALLSTATE CORP/THE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25110112RAY0 BOSTON PROPERTIES LP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25237959E201 GLOBE LIFE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25361762V804 MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm254637432105 NATIONAL RURAL UTIL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25500206R508 AT&T INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25674460W552 PUBLIC STORAGE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm257025932872 AMERICAN FINANCIAL G
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25829364GAM5 ENTERGY CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25938144G804 GOLDMAN SACHS GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26010373QBJ8 BP CAP MARKETS AMERI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm261045487402 ASSOC BANC-CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26294988U151 WELLS FARGO & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26359156R850 METLIFE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26429452E200 EQUITABLE HOLDINGS I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26504686JAA9 ATHENE HOLDINGS LTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26600287YBF5 ABBVIE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm267929042810 5.250% VORNADO RLTY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26874460W511 PUBLIC STORAGE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm269084670BR8 BERKSHIRE HATHAWAY I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm270025816BS7 AMERICAN EXPRESS CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27165473PAK1 NISOURCE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27200206R706 AT&T INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm273961214EH2 WESTPAC BANKING CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm274025932880 AMERICAN FINCL GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm275744320888 PRUDENTIAL FINANCIAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27692343VFE9 VERIZON COMMUNICATIO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm277902973734 U.S. BANCORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27823291KAG0 DH EUROPE FINANCE II
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm279233331826 DTE ENERGY CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28014040H782 CAPITAL ONE FINCL CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28195000U2N2 WELLS FARGO & COMPAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28289114QCK2 TORONTO-DOMINION BAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm283860630870 STIFEL FINANCIAL COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28430231GBH4 EXXON MOBIL CORPORAT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28589832Q745 TRUIST FINANCIAL COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28692556HAA5 VIACOMCBS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm287337738AT5 FISERV INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm288008252843 AFFILLATED MANGERS G
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28933616C761 FIRST REPUBLIC BANK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm290191216CU2 COCA-COLA CO/THE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm291437076BY7 HOME DEPOT INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29267066GAF1 NVIDIA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm293912828YS3 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29431418DHM7 FNMA PMA3835 03 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29531418CV27 FNMA PMA3332 03 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm296912810SN9 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2973132DV7A7 FHLMC SD 8089 02 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29831418DNH1 FNMA PMA3991 03%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm299912828ZZ6 U.S. TRSY INFLATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30031418DHK1 FNMA PMA3833 02 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm301912810SP4 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt03799
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12243
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt210654
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt37323
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt43939
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt52099
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt67196
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt74917
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt89483
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt913244
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt102062
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1115343
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt123202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt136123
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt143364
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt157732
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt163693
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt174264
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt184423
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1910218
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2012328
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt212525
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225814
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2313044
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2415909
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt254022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt263732
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt275726
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt282191
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt292184
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt308934
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3110830
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3212770
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt336736
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt346949
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt35947
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3619253
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt376623
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3810473
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt396401
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4012277
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt413873
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4222602
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt439675
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4413524
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt452088
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4617894
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt472555
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt481158
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt498382
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt505651
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt517348
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt522105
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt533913
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt545051
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt555796
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5612061
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt576292
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt583066
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt593650
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt603908
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt614028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt626922
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt637949
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt646984
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt659062
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt666838
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt674146
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt688125
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt695002
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt707095
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt713002
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt723999
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt737183
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt746873
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt754036
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt764001
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt774001
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt788030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt795019
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt807013
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt815014
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt827024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt832478
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt849001
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt855000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt864920
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt874780
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt884413
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt899133
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt905147
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt915557
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt925024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9315928
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt947346

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Filings

Displayed year

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

Open filing
Assets
$4,350,865
Liabilities
$0
Net assets
$4,350,865
Revenue
$153,289
Expenses
$275,517
Net income
-$122,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.22$0.27$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$0.16$0.28$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.00$4.35$0.25$0.31$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.36$0.29$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.15$0.28$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.23$0.27$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.37$0.28$0.09
2015Summary only. Only limited summary data is available for this year.$4.29$0.00$0.25$0.30$0.05
2014Summary only. Only limited summary data is available for this year.$4.35$0.00$0.32$0.30$0.03
2013Summary only. Only limited summary data is available for this year.$4.33$0.00$0.24$0.28$0.04
2012Summary only. Only limited summary data is available for this year.$4.38$0.00$0.25$0.27$0.02
2011Summary only. Only limited summary data is available for this year.$4.42$0.00$0.27$0.21$0.06