Civic Intelligence

The Robert E Hansen Family Foundation

990PF • Fiscal year 2023 • EIN 76-0259279

Sep 01, 2022 to Aug 31, 2023 • Filed on Dec 01, 2023

Organization Profile
C/O Inge Bacon 253 N 1st AveSturgeon Bay, WI 54235

(920) 421-0923

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

10th percentile

-74%

Higher net margin than 10% 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

28th percentile

-3.0%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

5th percentile

-66%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,291,850

Down $39,872 (-3.0%) from 2022

Net Assets

Down

$1,291,850

Down $39,872 (-3.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin10th percentile

Revenue

Down

$53,469

Down $103,155 (-66%) from 2022

Expenses

Down

$92,915

Down $21,524 (-19%) from 2022

Net Income

Down

-$39,446

Down $81,631 (-194%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,245,953Liabilities 2011: $1,7152011Assets 2012: $1,184,236Liabilities 2012: $1,715Net Assets 2012: $1,182,5212012Assets 2013: $1,053,989Liabilities 2013: $02013Assets 2014: $1,498,889Liabilities 2014: $0Net Assets 2014: $1,498,8892014Assets 2015: $1,502,883Liabilities 2015: $02015Assets 2016: $1,429,834Liabilities 2016: $0Net Assets 2016: $1,429,8342016Assets 2017: $1,406,621Liabilities 2017: $0Net Assets 2017: $1,406,6212017Assets 2018: $1,432,994Liabilities 2018: $0Net Assets 2018: $1,432,9942018Assets 2019: $1,395,364Liabilities 2019: $0Net Assets 2019: $1,395,3642019Assets 2020: $1,361,720Liabilities 2020: $0Net Assets 2020: $1,361,7202020Assets 2021: $1,289,808Liabilities 2021: $0Net Assets 2021: $1,289,8082021Assets 2022: $1,331,722Liabilities 2022: $0Net Assets 2022: $1,331,7222022Assets 2023: $1,291,850Liabilities 2023: $0Net Assets 2023: $1,291,8502023Assets 2024: $1,263,059Liabilities 2024: $0Net Assets 2024: $1,263,0592024Assets 2025: $1,239,154Liabilities 2025: $13,500Net Assets 2025: $1,225,6542025

Highlighted filing

2023

Assets$1,291,850
Liabilities$0
Net Assets$1,291,850
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: $54,867Expenses 2011: $195,873Net Income 2011: -$141,0062011Expenses 2012: $166,5462012Revenue 2013: $89,254Expenses 2013: $217,819Net Income 2013: -$128,5652013Revenue 2014: $474,524Expenses 2014: $55,600Net Income 2014: $418,9242014Revenue 2015: $50,859Expenses 2015: $49,897Net Income 2015: $9622015Revenue 2016: $32,734Expenses 2016: $59,119Net Income 2016: -$26,3852016Revenue 2017: $35,881Expenses 2017: $58,208Net Income 2017: -$22,3272017Revenue 2018: $77,910Expenses 2018: $50,605Net Income 2018: $27,3052018Revenue 2019: $80,877Expenses 2019: $117,046Net Income 2019: -$36,1692019Revenue 2020: $39,609Expenses 2020: $72,429Net Income 2020: -$32,8202020Revenue 2021: $49,004Expenses 2021: $121,655Net Income 2021: -$72,6512021Revenue 2022: $156,624Expenses 2022: $114,439Net Income 2022: $42,1852022Revenue 2023: $53,469Expenses 2023: $92,915Net Income 2023: -$39,4462023Revenue 2024: $81,742Expenses 2024: $110,007Net Income 2024: -$28,2652024Revenue 2025: $94,136Expenses 2025: $131,024Net Income 2025: -$36,8882025

Highlighted filing

2023

Revenue$53,469
Expenses$92,915
Net Income-$39,446
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Dec 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA HANSENSecy & Asst-$0--
ALEXANDER E HANSENPresident-$0--
LAURIE H SAXTONVP & Asst Tr-$0--
KARTIK HANSENTrustee-$0--
JULIA XENAKIS CAMBRATrustee-$0--
LINDSEY HANSEN BOHRERTrustee-$0--
EVAN HANSENTrustee-$0--
HAYLEY SAXTON DIMARCOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Robert E Hansen
EIN
76-0259279
Phone
9204210923
Address
C/O INGE BACON 253 N 1ST AVE, STURGEON BAY, WI 54235

Signing Officer

Name
Alexander E Hansen
Title
President
Signed
2023-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Bacon CPA LLC
Address
253 N 1ST AVE STOP 7, STURGEON BAY, WI 54235
Preparer
Inge Alverson Bacon
Phone
9204210923
Raw XML AppendixShowing 400 of 1,289 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm31CALAMOS MARKET NEUTR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm32CALAMOS MARKET NEUTR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm33CALAMOS MARKET NEUTR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm34CATALYST MILLBURN HG
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm35PROSHARES TR SP 500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm36PROSHARES TR SP 500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm37PROSHARES TR SP 500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm38SPDR BLOOMBERG 1-3 M
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12023-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352023-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362023-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372023-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt03366
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12411
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2728
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3503
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt48
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt54
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6267
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt73
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt81
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt91
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt101276
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1122
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt122
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13-15
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt145
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt154
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16894
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17-17
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-39
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19-2103
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20-104
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2164
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2232
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23211
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt246
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt253
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt262
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt273
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt289
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt291
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt30-462
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31118
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32-612
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33509
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt34-38
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt033708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt194519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt249245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt356464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4169051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt524880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6337912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7158882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt842532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt965191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10244674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt038191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt195925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt249245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt353393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4169574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt561248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6413077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7446359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt877115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9106460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10447034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BLACKROCK EVENT DRIVEN EQ INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BNY MELLON GLB REAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CALAMOS MARKET NEUTRAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CATALYST MILLBURN HGD STRAT I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FEDERATED HERMES GOVT OBL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5GOLDMAN SACHS ACCESS TRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ISHARES US MEDICAL DEV EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PROSHARES TR S&P 500 DIV ARIST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8SPDR BLOOMBERG 1-3 MO T-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VANGUARD FTSE DEV MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VANGUARD GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VANGUARD SM CAP GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VANGUARD SM CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14VANGUARD VALUE ETF INDEX
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt045585
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07879
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt053469
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt053469
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01395
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt036645
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0816
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt082570
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt082570
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt045585
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt045585
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt045585
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-39446
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0326787
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07879
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt037461
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt08945
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08945
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08945
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt045590
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt08945
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt082570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08945
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt092915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt046406
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt053469
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt08945
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08945
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0816
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-39446
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0426
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01292276
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01331722
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01291850
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt093495
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt093495
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt093495
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt094016
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0521
IRS990PF/DistributableAmountGrp/TotalTaxAmt0521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0430
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0430
IRS990PF/FMVAssetsEOYAmt01972413
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01262740
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01277058
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01957621
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01331722
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01291850
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0329
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0429
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0429
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt068653
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014363
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014363
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01331722
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01291850
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01972413
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01331722
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01291850
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01331722
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01291850
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01908949
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt048493
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01860456
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028634
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt094016
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01880315
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01908949
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00

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Filings

Displayed year

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

Open filing
Assets
$1,291,850
Liabilities
$0
Net assets
$1,291,850
Revenue
$53,469
Expenses
$92,915
Net income
-$39,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.23$0.09$0.13$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.08$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.05$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.16$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.05$0.12$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.08$0.12$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.08$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.03$0.06$0.03
2015Summary only. Only limited summary data is available for this year.$1.50$0.00$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.47$0.06$0.42
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$0.09$0.22$0.13
2012Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.17
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$0.05$0.20$0.14