Civic Intelligence

Elizabeth Huth Maddux Charitable Foundation

990PF • Fiscal year 2021 • EIN 74-6399782

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2022

Organization Profile
P O Box 17001San Antonio, TX 78217-0001

(210) 283-6700

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

72nd percentile

33%

Higher net margin than 72% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

26th percentile

$85,204

Higher top officer pay than 26% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

30th percentile

3.0%

Faster asset growth than 30% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

107%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$35,351,592

Up $1,043,772 (+3.0%) from 2020

Net Assets

Up

$35,351,592

Up $1,043,772 (+3.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin72nd percentile

Revenue

Up

$3,175,594

Up $1,643,374 (+107%) from 2020

Expenses

Up

$2,131,822

Up $105,603 (+5.2%) from 2020

Net Income

Up

$1,043,772

Up $1,537,771 (+311%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$40M$30M$20M$10M$0Assets 2011: $31,016,136Liabilities 2011: $02011Assets 2012: $30,931,444Liabilities 2012: $02012Assets 2013: $30,263,363Liabilities 2013: $02013Assets 2014: $30,377,402Liabilities 2014: $02014Assets 2015: $32,442,663Liabilities 2015: $02015Assets 2016: $31,888,940Liabilities 2016: $0Net Assets 2016: $31,888,9402016Assets 2017: $34,309,005Liabilities 2017: $0Net Assets 2017: $34,309,0052017Assets 2018: $34,255,723Liabilities 2018: $0Net Assets 2018: $34,255,7232018Assets 2019: $34,801,819Liabilities 2019: $0Net Assets 2019: $34,801,8192019Assets 2020: $34,307,820Liabilities 2020: $0Net Assets 2020: $34,307,8202020Assets 2021: $35,351,592Liabilities 2021: $0Net Assets 2021: $35,351,5922021Assets 2022: $36,696,524Liabilities 2022: $0Net Assets 2022: $36,696,5242022Assets 2023: $37,034,799Liabilities 2023: $12023Assets 2024: $38,101,923Liabilities 2024: $0Net Assets 2024: $38,101,9232024

Highlighted filing

2021

Assets$35,351,592
Liabilities$0
Net Assets$35,351,592
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,605,211Expenses 2011: $1,675,453Net Income 2011: -$70,2422011Revenue 2012: $1,695,069Expenses 2012: $1,779,761Net Income 2012: -$84,6922012Revenue 2013: $1,298,272Expenses 2013: $1,966,353Net Income 2013: -$668,0812013Revenue 2014: $2,069,225Expenses 2014: $1,955,186Net Income 2014: $114,0392014Revenue 2015: $4,098,569Expenses 2015: $2,033,308Net Income 2015: $2,065,2612015Revenue 2016: $1,306,192Expenses 2016: $1,882,825Net Income 2016: -$576,6332016Revenue 2017: $4,281,700Expenses 2017: $1,857,779Net Income 2017: $2,423,9212017Revenue 2018: $1,989,348Expenses 2018: $2,042,630Net Income 2018: -$53,2822018Revenue 2019: $2,520,398Expenses 2019: $1,974,302Net Income 2019: $546,0962019Revenue 2020: $1,532,220Expenses 2020: $2,026,219Net Income 2020: -$493,9992020Revenue 2021: $3,175,594Expenses 2021: $2,131,822Net Income 2021: $1,043,7722021Revenue 2022: $3,688,177Expenses 2022: $2,343,245Net Income 2022: $1,344,9322022Revenue 2023: $2,494,747Expenses 2023: $2,156,472Net Income 2023: $338,2752023Revenue 2024: $3,207,451Expenses 2024: $2,140,327Net Income 2024: $1,067,1242024

Highlighted filing

2021

Revenue$3,175,594
Expenses$2,131,822
Net Income$1,043,772
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROADWAY NATIONAL BANKTrusteePT$85,204-$85,204
AMY STIERENDistribution Committee-$0--
Filing and Contact Details

Filer

Filer Name
Elizabeth Huth Coates Charitable
EIN
74-6399782
In Care Of
% BROADWAY NATIONAL BANK
Phone
2102836700
Address
P O BOX 17001, SAN ANTONIO, TX 78217-0001

Signing Officer

Name
tammy wheeldon
Title
Trust Officer
Phone
2102836700
Signed
2022-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
9901 IH-10 Suite 500, San Antonio, TX 78230
Preparer
David G Weeks
Phone
2103428000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48432503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49524096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt501409388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51393540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52337590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53377075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54368895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55421856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56296903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57443590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58382553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59516616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60232350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61930988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62502577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63431201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64278491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65371446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66379371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67394224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68357384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt69186569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt701432860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71456911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72503160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0GUGGENHEIM TOTAL RTN 35,936.5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VOYA SECURITIZED CRED 49,157.3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM INC 108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BROADCOM INC 994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC CL A 222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DIAMONDBACK ENERGY INC 3,069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMPHENOL CORP-CLASS A 2,956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC 3,644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BERKSHIRE HATHAWAY CL B 1,596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BLACKROCK INC 517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CHEVRON CORPORATION 1,582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CISCO SYSTEMS INC 6,963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COSTCO WHOLESALE CORP 957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CROWN CASTLE INTL CORP 1,683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14IQVIA HOLDINGS INC 2,107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EXXON MOBIL CORPORATION 3,119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16INTERCONTL EXCHG GRP 3,415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ISHARES NASDAQ 2,081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JOHNSON & JOHNSON 1,995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19JPMORGAN CHASE & CO 2,932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MCDONALDS CORP 1,537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MONDELEZ INTERNATL INC 5,458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NIKE INC CLASS B 2,995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23THERMO FISHER SCIENTIFIC 814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24UNION PACIFIC CORP 1,708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25UNITEDHEALTH GROUP INC 985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26WALT DISNEY COMPANY 2,508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ZOETIS INC 2,088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ACCENTURE PLC 1,566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29NOVARTIS AG ADR 2,362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SCHLUMBERGER LIMITED 7,276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31T ROWE PRICE MID CAP 11,189.80
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CALVERT EMERGING 55,139.472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MFS INTL VALUE 40,596.353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HARDING LOEVNER INTNL 60,315.4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HONEYWELL ITNL INX FND 1,973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PAYPAL HOLDINGS 1,920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37STARBUCKS CORP 3,804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GATEWAY FUND 14,813.975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LAZARD GLOBAL 32,137.167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40JPMORGAN GLOBAL BND 89,741.01
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MORGAN STANLEY 6,113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JPMORGAN HEDGED EQTY 22,586.75
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43COMCAST CORP CL A 8,253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROCHIP TECH INC 2,773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MICROSOFT CORP 1,544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TJX COMPANIES INC 5,449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47CONESTOGA SMALL CAP 5,137.055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JOHN HANCOCK FDS III 43,029.37
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MFS NEW DISCOVERY VALUE 22,398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50BLACKROCK EVENT DRIVEN 51,690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ARTISAN INTNL SMALL 77,626.23
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ADOBE INC 671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53NEXTERA ENERGY 3,640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VISA 1,679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ROPER TECHNOLOGIES 735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SALESFORCE.COM 1,688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MERCK & CO 3,682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58DIGITAL REALTY TRUST 2,189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59L3 HARRIS TECHNOL 1,573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ARTISAN HIGH INCOME 51765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61METROPOLITAN WEST TOTAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62CQG PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64META PLATFORMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PPG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66STRYKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67T MOBILE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VMWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WALMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WEC ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71T ROWE PRICE OVERSEAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72BNY MELLON GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MFS EMERGING MRKT
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01115754
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01110201
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0750000
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0732867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt032049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt233244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt310843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46464
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt56372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt616831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt797460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt848019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt919278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1013098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1130298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1236412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1317466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1422745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1617483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1713827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN TOWER CORP 374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AVALONBAY COMM 326
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BOSTON PROPERTIES INC 1117
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3EQUITY RESIDENTIAL 938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PUBLIC STORAGE 396
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SIMON PPTY GROUP 462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6WELLTOWER INC 649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PRINCIPAL GLOBAL RE 11389
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8EQUINIX INC 69
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9REALTY INCOME CORP 491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VENTAS INC 498
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11HEALTHPEAK PROPERTIES 1293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PROLOGIS INC 779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13HOST HOTELS 1091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14INVITATION HOMES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ORION OFFICE REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16SBA COMM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17AMERICAN CAMPUS COMM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt081900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt130816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt242732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt318281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt480530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt525723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt630105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7135671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt870205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt925772
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1018711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1131001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1268354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1318972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1431829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1626064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1719078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0760930
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02374064
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0RETURNED GRANTS

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,351,592
Liabilities
$0
Net assets
$35,351,592
Revenue
$3,175,594
Expenses
$2,131,822
Net income
$1,043,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$3.21$2.14$1.07
2023Summary only. Only limited summary data is available for this year.$37.0$0.00$2.49$2.16$0.34
2022Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$3.69$2.34$1.34
2021Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$3.18$2.13$1.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.00$34.3$1.53$2.03$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.8$0.00$34.8$2.52$1.97$0.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.00$34.3$1.99$2.04$0.05
2017Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$4.28$1.86$2.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.9$0.00$31.9$1.31$1.88$0.58
2015Summary only. Only limited summary data is available for this year.$32.4$0.00$4.10$2.03$2.07
2014Summary only. Only limited summary data is available for this year.$30.4$0.00$2.07$1.96$0.11
2013Summary only. Only limited summary data is available for this year.$30.3$0.00$1.30$1.97$0.67
2012Summary only. Only limited summary data is available for this year.$30.9$0.00$1.70$1.78$0.08
2011Summary only. Only limited summary data is available for this year.$31.0$0.00$1.61$1.68$0.07
Peer Organizations

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