Civic Intelligence

Alice Suzanne Hamilton Charitable Foundation

990PF • Fiscal year 2023 • EIN 74-2939405

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization Profile
4950 S Albion StreetCherry Hills Village, CO 80121

(303) 694-7284

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

47th percentile

0.8%

Faster asset growth than 47% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-65%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$761,971

Up $6,382 (+0.8%) from 2022

Net Assets

Up

$761,971

Up $6,382 (+0.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin76th percentile

Revenue

Down

$27,916

Down $51,467 (-65%) from 2022

Expenses

Down

$21,535

Down $54,702 (-72%) from 2022

Net Income

Up

$6,381

Up $3,235 (+103%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $349,020Liabilities 2011: $02011Assets 2012: $360,001Liabilities 2012: $02012Assets 2013: $360,639Liabilities 2013: $0Net Assets 2013: $360,6392013Assets 2014: $374,802Liabilities 2014: $0Net Assets 2014: $374,8022014Assets 2015: $368,077Liabilities 2015: $0Net Assets 2015: $368,0772015Assets 2016: $385,547Liabilities 2016: $0Net Assets 2016: $385,5472016Assets 2017: $372,591Liabilities 2017: $0Net Assets 2017: $372,5912017Assets 2018: $349,198Liabilities 2018: $0Net Assets 2018: $349,1982018Assets 2019: $259,642Liabilities 2019: $0Net Assets 2019: $259,6422019Assets 2020: $712,721Liabilities 2020: $0Net Assets 2020: $712,7212020Assets 2021: $728,179Liabilities 2021: $34,282Net Assets 2021: $693,8972021Assets 2022: $755,589Liabilities 2022: $0Net Assets 2022: $755,5892022Assets 2023: $761,971Liabilities 2023: $0Net Assets 2023: $761,9712023Assets 2024: $1,103,321Liabilities 2024: $0Net Assets 2024: $1,103,3212024

Highlighted filing

2023

Assets$761,971
Liabilities$0
Net Assets$761,971
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $37,227Expenses 2011: $33,405Net Income 2011: $3,8222011Revenue 2012: $37,456Expenses 2012: $26,475Net Income 2012: $10,9812012Expenses 2013: $36,9042013Revenue 2014: $45,754Expenses 2014: $31,591Net Income 2014: $14,1632014Revenue 2015: $26,288Expenses 2015: $33,013Net Income 2015: -$6,7252015Revenue 2016: $25,167Expenses 2016: $7,697Net Income 2016: $17,4702016Revenue 2017: $24,640Expenses 2017: $37,596Net Income 2017: -$12,9562017Revenue 2018: $18,156Expenses 2018: $41,549Net Income 2018: -$23,3932018Revenue 2019: $27,848Expenses 2019: $27,340Net Income 2019: $5082019Revenue 2020: $36,458Expenses 2020: $54,908Net Income 2020: -$18,4502020Revenue 2021: $59,129Expenses 2021: $77,953Net Income 2021: -$18,8242021Revenue 2022: $79,383Expenses 2022: $76,237Net Income 2022: $3,1462022Revenue 2023: $27,916Expenses 2023: $21,535Net Income 2023: $6,3812023Revenue 2024: $430,068Expenses 2024: $88,718Net Income 2024: $341,3502024

Highlighted filing

2023

Revenue$27,916
Expenses$21,535
Net Income$6,381
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne HamiltonTrustee-$0--
Christopher Thomas RytherTrustee-$0--
Jennifer Ryther AllenTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alice Suzanne Hamilton Charitable
EIN
74-2939405
Phone
3036947284
Address
4950 S Albion Street, Cherry Hills Village, CO 80121

Signing Officer

Name
Suzanne Hamilton
Title
Trustee
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Zick Business Advisors Inc
Address
16 Inverness Pl E Bldg C, Englewood, CO 80112
Preparer
Gregory S Zick CPA
Phone
3037589167
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1197232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12010925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1212677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1221339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1237885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1243378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1255683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm07337-Bank of America Corp - 300 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17337-Becton Dickinson & Co - 3 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27337-Capital One - 200 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37337-Caterpillar Inc - 100 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47337-Colgate-Palmolive - 400 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57337-Comcast Corp - 600 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67337-Exxon Mobil - 200 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77337-General Mills - 400 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87337-Hershey Co - 100 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97337-Home Depot - 200 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107337-IBM Corp - 100 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117337-Johnson & Johnson - 200 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127337-Jones Lang Lasalle - 100 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137337-Kyndryl Hldgs - 20 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147337-Lowes - 245 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157337-Manpowergoup - 100 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167337-McDonalds - 300 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm177337-Norweigian Cruise Line - 370 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm187337-Pepsico - 200 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm197337-Pfizer - 298 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm207337-Verizon - 78 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm217337-Viatris - 36 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm227337-Walgreens - 200 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm237337-Walt Disney - 200 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm247337-Wells Fargo - 200 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm257337-Polaris Industries - 200 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm264931-Abbott Laboratories - 97 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm274931-Accenture - 20 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm284931-Adobe - 21 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm294931-Agilent Tech - 50 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm304931-Air Prod & Chemicals - 20 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm314931-Alphabet Inc - 17 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm324931-American Water Works - 43 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm334931-Apple Inc - 381 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm344931-Applied Materials - 67 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm354931-Autodesk Inc - 21 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm364931-Ball Corp - 42 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm374931-Becton Diskinson & Co - 15 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm384931-Best Buy Inc - 38 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm394931-Blackrock Inc - 12 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm404931-Borg Warner - 45 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm414931-Bristol-Myers Squibb - 105 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm424931-Carmax - 25 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm434931-CBRE Group - 49 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm444931-Cisco Systems - 211 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm454931-Citigroup - 213 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm464931-Clorox - 18 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm474931-Colgate-Palmolive - 40 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm484931-Comcast Corp - 254 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm494931-Conocophillips - 158 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm504931-Cummins Inc - 13 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm514931-CVS Health - 50 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm524931-Deere & Co - 21 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm534931-Dexcom - 40 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm544931-Discover Finl - 72 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm554831-Eaton Corp - 55 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm564931-Ebay Inc - 178 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm574931-Ecolab - 26 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm584931-Edwards Lifesciences - 29 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm594931-Electronic Arts - 41 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm604931-Elevance Health - 16 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm614931-Embecta Corp - 3 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm624931-Emerson Electric - 96 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm634931-Estee Lauder Co - 22 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm644931-Etsy Inc - 24 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm654931-Expeditors Intl Wash - 47 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm664931-General Mills
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm674931-Gilead Sciences - 61 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm684931-Hasbro - 22 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm694931-Hershey Co - 11 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm704931-Hess Corp - 74 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm714931-Hologic Inc - 27 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm724931-Home Depot - 46 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm734931-Humana - 13 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm744931-Hunting Banc Shs - 277 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm754931-Indexx Labs - 10 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm764931-Intl Flavors & Fragrance - 17 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm774931-Intuit - 12 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm784931-Johnson & Johnson - 48 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm794931-Lam Research - 8 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm804931-Lowes - 40 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm814931-Marketaxess Holdings - 10 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm824931-Mastercard - 28 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm834931-Medtronic - 72 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm844931-Merck & Co - 91 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm854931-Microsoft Corp - 165 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm864931-Moody's Corp - 9 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm874931-Morgan Stanley - 182 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm884931-Nasdaq - 21 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm894931-Nextera Energy - 159 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm904931-Nike - 48 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm914931-Nvidia Corp - 100 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm924931-Otis Worldwide Dorp - 24 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm934931-Pepsico - 84 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm944931-Phillips 66 - 104 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm954931-PNC Finl Services - 55 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm964931-Procter & Gamble - 59 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm974931-Progressive Co - 50 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm984931-Qual Comm - 33 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm994931-Rockwell Automation - 17 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1004931-S&P Global - 18 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1014931-Salesforce Inc - 50 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1024931-Sempra - 34 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1034931-Starbucks - 98 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1044931-Steris PLC - 10 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1054931-SVB Finl Group - 7 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1064931-T Rowe Price Group - 25 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1074931-T Mobile US - 41 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1084931-Target - 24 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1094931-Teradyne Incorporate - 15 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1104931-Texas Instruments - 48 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1114931-Thermo Fisher Scntfc - 9 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1124931-TJX Companies Inc - 137 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1134931-Tractor Supply - 11 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1144931-Trane Technologies - 27 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1154931-Truist Finl Corp - 73 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1164931-Verizon - 152 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1174931-Vertex Pharmaceutica - 23 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1184931-Visa - 51 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1194931-Walt Disney - 81 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1204931-Waste Management - 63 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1214931-West Pharm - 7 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1224931-Whirpool - 9 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1234931-WW Grainger - 10 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1244931-Xylem - 30 Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1254931-Zoetis Ind - 33 Shrs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34241
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt04931-Alesandria Real Est - 20 Shrs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14931-Amern Tower Corp - 17 Shrs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24931-Prologis Inc - 45 Shrs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34931-Well Tower Inc - 49 Shrs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt026580

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Filings

Displayed year

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

Open filing
Assets
$761,971
Liabilities
$0
Net assets
$761,971
Revenue
$27,916
Expenses
$21,535
Net income
$6,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.43$0.09$0.34
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.08$0.08$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.03$0.69$0.06$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.04$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.03$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.02$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.02$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.03$0.01$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.03$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.05$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.04
2012Summary only. Only limited summary data is available for this year.$0.36$0.00$0.04$0.03$0.01
2011Summary only. Only limited summary data is available for this year.$0.35$0.00$0.04$0.03$0.00