Civic Intelligence

Taub Foundation

990PF • Fiscal year 2023 • EIN 74-6060216

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 16, 2024

Organization Profile
PO Box 130979Houston, TX 77219-0979

(713) 688-3926

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

95th percentile

88%

Faster asset growth than 95% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

400%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,144,665

Up $3,804,057 (+88%) from 2022

Net Assets

Up

$8,144,665

Up $3,804,057 (+88%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin96th percentile

Revenue

Up

$4,300,814

Up $3,440,288 (+400%) from 2022

Expenses

Down

$496,691

Down $96,339 (-16%) from 2022

Net Income

Up

$3,804,123

Up $3,536,627 (+1322%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$15M$10M$5.0M$0Assets 2011: $3,572,005Liabilities 2011: $02011Assets 2012: $3,484,809Liabilities 2012: $02012Assets 2013: $3,410,616Liabilities 2013: $02013Assets 2014: $3,344,547Liabilities 2014: $51,3212014Assets 2015: $3,295,433Liabilities 2015: $0Net Assets 2015: $3,295,4332015Assets 2016: $3,190,426Liabilities 2016: $0Net Assets 2016: $3,190,4262016Assets 2017: $3,055,485Liabilities 2017: $0Net Assets 2017: $3,055,4852017Assets 2018: $3,103,063Liabilities 2018: $0Net Assets 2018: $3,103,0632018Assets 2019: $3,000,206Liabilities 2019: $0Net Assets 2019: $3,000,2062019Assets 2020: $2,977,729Liabilities 2020: $0Net Assets 2020: $2,977,7292020Assets 2021: $4,073,234Liabilities 2021: $0Net Assets 2021: $4,073,2342021Assets 2022: $4,340,608Liabilities 2022: $0Net Assets 2022: $4,340,6082022Assets 2023: $8,144,665Liabilities 2023: $0Net Assets 2023: $8,144,6652023Assets 2024: $10,251,351Liabilities 2024: $0Net Assets 2024: $10,251,3512024

Highlighted filing

2023

Assets$8,144,665
Liabilities$0
Net Assets$8,144,665
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $253,552Expenses 2011: $267,917Net Income 2011: -$14,3652011Revenue 2012: $183,447Expenses 2012: $270,643Net Income 2012: -$87,1962012Revenue 2013: $266,088Expenses 2013: $340,281Net Income 2013: -$74,1932013Revenue 2014: $336,792Expenses 2014: $454,182Net Income 2014: -$117,3902014Revenue 2015: $225,915Expenses 2015: $223,708Net Income 2015: $2,2072015Revenue 2016: $301,934Expenses 2016: $406,941Net Income 2016: -$105,0072016Revenue 2017: $192,496Expenses 2017: $327,437Net Income 2017: -$134,9412017Revenue 2018: $422,917Expenses 2018: $385,339Net Income 2018: $37,5782018Revenue 2019: $290,158Expenses 2019: $393,015Net Income 2019: -$102,8572019Revenue 2020: $378,567Expenses 2020: $401,044Net Income 2020: -$22,4772020Revenue 2021: $1,744,104Expenses 2021: $648,599Net Income 2021: $1,095,5052021Revenue 2022: $860,526Expenses 2022: $593,030Net Income 2022: $267,4962022Revenue 2023: $4,300,814Expenses 2023: $496,691Net Income 2023: $3,804,1232023Revenue 2024: $2,872,383Expenses 2024: $765,622Net Income 2024: $2,106,7612024

Highlighted filing

2023

Revenue$4,300,814
Expenses$496,691
Net Income$3,804,123
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 16, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY JN TAUB IIPres/Treas-$0--
GAIL HENDRYXVP/Sec/Asst-$0--
KENNETH L MATTOXVP/Asst S/T-$0--
TIMOTHY D KENNEALLYVP/Asst Sec-$0--
JENARD M GROSSVP/Asst S/T-$0--
HENRY TAUB WESSELLAdvisory Tru-$0--
Filing and Contact Details

Filer

Filer Name
Taub Foundation
EIN
74-6060216
Phone
7136883926
Address
PO BOX 130979, HOUSTON, TX 77219-0979

Signing Officer

Name
Henry Jn Taub Ii
Title
Pres/treas
Phone
7136883926
Signed
2024-02-16

Preparer

Firm
Natalie J Kubik CPA Pllc
Address
4909 BISSONNET ST STE 504, BELLAIRE, TX 77401
Preparer
Natalie J Kubik CPA
Phone
7135549435
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt373974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt417989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt574308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt753144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt96753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10146011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1116441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1226757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1342515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1414549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt152245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt020757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-45770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-44556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-8426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-26495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt573708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-4582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt717043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt865182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-9920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt020757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-45770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-44556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-8426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-26495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt573708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-4582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt717043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt865182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-9920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt146803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt056194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt128227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt235955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt329418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt49563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt547813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt677933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt748562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt825003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt971935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10136091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1115752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1226870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1342654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1415002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt159048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ALPHABET INC - 25 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JPMORGAN CHASE & CO - 200 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2META PLATFORMS INC - 275 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3META PLATFORMS INC - 225 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4META PLATFORMS INC - 100 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5META PLATFORMS INC - 500 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CHEVRON CORP - 500 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7INTERCONTINENTAL EXCHANGE - 500 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8JPMORGAN CHASE & CO - 200 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ESTEE LAUDER COMPANIES - 300 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10JOHNSON & JOHNSON - 850 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ABBOTT LABORATORIES - 150 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ALTRIA GROUP INC - 600 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13INTERCONTINENTAL EXCHANGE - 400 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14INTUITIVE SURGICAL INC - 300 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ALTRIA GROUP INC - 200 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152023-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt043760
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-69248
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03804123
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt066
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08144731
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04340608
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08144665
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0535880
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0535880
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0535880
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0538145
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02265
IRS990PF/DistributableAmountGrp/TotalTaxAmt02265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt06535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011100
IRS990PF/FMVAssetsEOYAmt012264145
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01595065
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01595065
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010058
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt010782
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010732
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04208331
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07198266
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010686188
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt089361
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt089361
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt089361
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0720969
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02745543
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06549600
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt032858
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0846256
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0846256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04340608
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08144665
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012264145
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04340608
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08144665
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04340608
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08144665
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010926798
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01036727
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09169102
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0163902
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0720969
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0538145
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010762896
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010926798
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.75
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20

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Filings

Displayed year

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

Open filing
Assets
$8,144,665
Liabilities
$0
Net assets
$8,144,665
Revenue
$4,300,814
Expenses
$496,691
Net income
$3,804,123
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.$10.3$0.00$10.3$2.87$0.77$2.11
2023Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$4.30$0.50$3.80
2022Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.86$0.59$0.27
2021Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$1.74$0.65$1.10
2020Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.38$0.40$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.29$0.39$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.42$0.39$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.19$0.33$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.30$0.41$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.23$0.22$0.00
2014Summary only. Only limited summary data is available for this year.$3.34$0.05$0.34$0.45$0.12
2013Summary only. Only limited summary data is available for this year.$3.41$0.00$0.27$0.34$0.07
2012Summary only. Only limited summary data is available for this year.$3.48$0.00$0.18$0.27$0.09
2011Summary only. Only limited summary data is available for this year.$3.57$0.00$0.25$0.27$0.01