Civic Intelligence

Dan & Gloria Schusterman Foundation

990PF • Fiscal year 2023 • EIN 73-1495727

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

Organization Profile

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2121 South Columbia Suite 650Tulsa, OK 74114

(918) 743-4300

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

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

Liabilities / Revenue

29th percentile

0.00x

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

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

Net Margin

85th percentile

40%

Higher net margin than 85% 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.

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

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

Asset Growth

62nd percentile

6.7%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

61st percentile

14%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,420,807

Up $89,777 (+6.7%) from 2022

Net Assets

Up

$1,420,807

Up $89,777 (+6.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin85th percentile

Revenue

Up

$285,702

Up $35,191 (+14%) from 2022

Expenses

Down

$170,169

Down $202,348 (-54%) from 2022

Net Income

Up

$115,533

Up $237,539 (+195%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,048,618Liabilities 2011: $02011Assets 2012: $1,040,747Liabilities 2012: $02012Assets 2013: $1,034,809Liabilities 2013: $02013Assets 2014: $848,045Liabilities 2014: $02014Assets 2015: $1,009,038Liabilities 2015: $02015Assets 2019: $1,022,695Liabilities 2019: $02019Assets 2020: $1,195,148Liabilities 2020: $0Net Assets 2020: $1,195,1482020Assets 2021: $1,464,257Liabilities 2021: $0Net Assets 2021: $1,464,2572021Assets 2022: $1,331,030Liabilities 2022: $0Net Assets 2022: $1,331,0302022Assets 2023: $1,420,807Liabilities 2023: $0Net Assets 2023: $1,420,8072023Assets 2024: $1,689,100Liabilities 2024: $0Net Assets 2024: $1,689,1002024

Highlighted filing

2023

Assets$1,420,807
Liabilities$0
Net Assets$1,420,807
Open 2023 Filing

Operations Trend

Revenue Growth61st percentile

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

$1.0M$500K$0-$500KRevenue 2011: $316,565Expenses 2011: $101,620Net Income 2011: $214,9452011Revenue 2012: $692,541Expenses 2012: $700,412Net Income 2012: -$7,8712012Revenue 2013: $332,124Expenses 2013: $338,062Net Income 2013: -$5,9382013Revenue 2014: $137,505Expenses 2014: $324,269Net Income 2014: -$186,7642014Revenue 2015: $230,573Expenses 2015: $69,580Net Income 2015: $160,9932015Revenue 2019: $247,173Expenses 2019: $318,805Net Income 2019: -$71,6322019Revenue 2020: $393,632Expenses 2020: $221,179Net Income 2020: $172,4532020Revenue 2021: $294,596Expenses 2021: $25,487Net Income 2021: $269,1092021Revenue 2022: $250,511Expenses 2022: $372,517Net Income 2022: -$122,0062022Revenue 2023: $285,702Expenses 2023: $170,169Net Income 2023: $115,5332023Revenue 2024: $341,861Expenses 2024: $24,528Net Income 2024: $317,3332024

Highlighted filing

2023

Revenue$285,702
Expenses$170,169
Net Income$115,533
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLORIA SCHUSTERMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dan & Gloria Schusterman
EIN
73-1495727
Phone
9187434300
Address
2121 SOUTH COLUMBIA SUITE 650, TULSA, OK 74114

Signing Officer

Name
Gloria Schusterman
Title
Director
Phone
9187434300
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Hogantaylor Llp
Address
2222 SOUTH UTICA PL SUITE 200, TULSA, OK 74114
Preparer
Megan Courtney
Phone
9187452333
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38200 SHARES SINCLAIR BROADCAST GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39200 SHARES SONY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40217 SHARES LIBERTY GLOBAL CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41255 SHARES WEBSTER FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4230 SHARES BIO RAD LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43300 SHARES ATLANTA BRAVES HOLDINGS INC SER A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44300 SHARES BAUSCH HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45300 SHARES BAUSCH HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46300 SHARES ECHOSTAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47300 SHARES ECHOSTAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48300 SHARES EDGEWELL PERS CARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49300 SHARES ENERGIZER HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50300 SHARES IVECO GROUP NV (SPINOFF OF CNH - DISTRIBUTION)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51300 SHARES LENNAR CORP CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52300 SHARES MOOG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53300 SHARES NEWMONT MINING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54300 SHARES NORTHERN TRUST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55300 SHARES PERRIGO CO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56300 SHARES PNC FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57300 SHARES STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58300 SHARES WEBSTER FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59300 SHARES ZIMVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6040 SHARES MADISON SQ GARDEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61400 SHARES BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62400 SHARES DRIL-QUIP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63400 SHARES GRUPO TELEVISA SA DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64400 SHARES JOHNSON CONTROLS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65400 SHARES LENNAR CORP CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66400 SHARES SINCLAIR BROADCAST GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67400 SHARES SONY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68450 SHARES GATX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69483 SHARES LIBERTY GLOBAL CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7050 SHARES BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7150 SHARES MADISON SQ GARDEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7250 SHARES ZIMMER BIOMET HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73500 SHARES BANK NEW YORK MELLON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74500 SHARES DANA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75500 SHARES DANA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76500 SHARES DANA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77500 SHARES FLOWSERVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78500 SHARES GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79500 SHARES GRUPO TELEVISA SA DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80500 SHARES GRUPO TELEVISA SA DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81500 SHARES GRUPO TELEVISA SA DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82500 SHARES GRUPO TELEVISA SA DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83500 SHARES LEE ENTERPRISES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84500 SHARES LEE ENTERPRISES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85500 SHARES LEE ENTERPRISES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86500 SHARES MANITOWOC CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87500 SHARES MANITOWOC CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88500 SHARES MUELLER INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89500 SHARES MUELLER INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90500 SHARES STRATTEC SEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91500 SHARES TEGNA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92525 SHARES LIBERTY MEDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93600 SHARES TEXTRON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94600 SHARES VIACOM INC/CBS (PARAMOUNT GLOBAL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95700 SHARES BAUSCH HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96705 SHARES OF ATLANTA BRAVES HOLDING INC SER C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97778 SHARES LIBERTY GLOBAL CL C LBTYK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9880 SHARES CHURCHILL DOWNS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9980 SHARES VALMONT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100800 SHARES MODINE MANUFACTURING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101800 SHARES TREDEGAR CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10294 SHARES STRATTEC SEC CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt037965
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt086990
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt035
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt083
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0125073
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0125073
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt086990
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0148000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0148000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0160629
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt037965
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037965
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0115533
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0135254
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt086990
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0110904
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt086
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt086
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012800
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0148000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014169
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0170169
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0125073
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0285702
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014169
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82002-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92002-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111997-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt85147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1011956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt49080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt511534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt68136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt710696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt823853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt95250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-7467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1120674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10

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Filings

Displayed year

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

Open filing
Assets
$1,420,807
Liabilities
$0
Net assets
$1,420,807
Revenue
$285,702
Expenses
$170,169
Net income
$115,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.34$0.02$0.32
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.29$0.17$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.25$0.37$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.29$0.03$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.39$0.22$0.17
2019Summary only. Only limited summary data is available for this year.$1.02$0.00$0.25$0.32$0.07
2015Summary only. Only limited summary data is available for this year.$1.01$0.00$0.23$0.07$0.16
2014Summary only. Only limited summary data is available for this year.$0.85$0.00$0.14$0.32$0.19
2013Summary only. Only limited summary data is available for this year.$1.03$0.00$0.33$0.34$0.01
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.69$0.70$0.01
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.32$0.10$0.21