Civic Intelligence

James S Bower Foundation

990PF • Fiscal year 2023 • EIN 77-0229243

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile

View Organization Page

26 West Micheltorena StSanta Barbara, CA 93101

(805) 564-8814

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.03x

Higher debt load relative to revenue than 21% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

9th percentile

-64%

Higher net margin than 9% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$351,268

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

47th percentile

4.2%

Faster asset growth than 47% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-63%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Flat

$86,066,816

Flat from 2023

Net Assets

$85,979,136

No earlier filing loaded for comparison.

Liabilities

Flat

$87,680

Flat from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin9th percentile

Revenue

Flat

$2,637,099

Flat from 2023

Expenses

Flat

$4,331,922

Flat from 2023

Net Income

Flat

-$1,694,823

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$100M$50M$0Assets 2011: $53,157,428Liabilities 2011: $12,8262011Assets 2012: $56,194,325Liabilities 2012: $38,352Net Assets 2012: $56,155,9732012Assets 2013: $59,888,183Liabilities 2013: $230,213Net Assets 2013: $59,657,9702013Assets 2014: $59,238,214Liabilities 2014: $183,465Net Assets 2014: $59,054,7492014Assets 2015: $65,133,614Liabilities 2015: $31,216Net Assets 2015: $65,102,3982015Assets 2016: $65,621,848Liabilities 2016: $146,931Net Assets 2016: $65,474,9172016Assets 2017: $71,453,556Liabilities 2017: $58,230Net Assets 2017: $71,395,3262017Assets 2018: $65,625,858Liabilities 2018: $354,536Net Assets 2018: $65,271,3222018Assets 2019: $71,269,781Liabilities 2019: $51,532Net Assets 2019: $71,218,2492019Assets 2020: $91,586,664Liabilities 2020: $64,537Net Assets 2020: $91,522,1272020Assets 2021: $96,825,144Liabilities 2021: $221,416Net Assets 2021: $96,603,7282021Assets 2022: $82,570,902Liabilities 2022: $317,273Net Assets 2022: $82,253,6292022Assets 2023: $86,066,816Liabilities 2023: $87,680Net Assets 2023: $85,979,1362023Assets 2023: $86,066,816Liabilities 2023: $87,6802023Assets 2024: $89,017,606Liabilities 2024: $103,144Net Assets 2024: $88,914,4622024

Highlighted filing

2023

Assets$86,066,816
Liabilities$87,680
Net Assets$85,979,136
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: -$2,996,833Expenses 2011: $3,567,530Net Income 2011: -$6,564,3632011Expenses 2012: $3,262,4082012Revenue 2013: $2,284,553Expenses 2013: $3,179,999Net Income 2013: -$895,4462013Revenue 2014: $2,498,335Expenses 2014: $2,675,556Net Income 2014: -$177,2212014Revenue 2015: $2,713,125Expenses 2015: $2,845,900Net Income 2015: -$132,7752015Revenue 2016: $2,109,762Expenses 2016: $3,089,861Net Income 2016: -$980,0992016Revenue 2017: $3,163,513Expenses 2017: $3,111,089Net Income 2017: $52,4242017Revenue 2018: $3,949,259Expenses 2018: $3,661,539Net Income 2018: $287,7202018Revenue 2019: $3,490,234Expenses 2019: $3,680,915Net Income 2019: -$190,6812019Revenue 2020: $2,992,640Expenses 2020: $4,161,071Net Income 2020: -$1,168,4312020Revenue 2021: $11,708,383Expenses 2021: $4,237,860Net Income 2021: $7,470,5232021Revenue 2022: $7,056,112Expenses 2022: $5,135,166Net Income 2022: $1,920,9462022Revenue 2023: $2,637,099Expenses 2023: $4,331,922Net Income 2023: -$1,694,8232023Revenue 2023: $2,637,099Expenses 2023: $4,331,922Net Income 2023: -$1,694,8232023Revenue 2024: $2,747,828Expenses 2024: $4,501,758Net Income 2024: -$1,753,9302024

Highlighted filing

2023

Revenue$2,637,099
Expenses$4,331,922
Net Income-$1,694,823
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON CLARKPresidentFT$293,702$57,566$351,268
HARVEY BOTTELSENChairman-$30,000-$30,000
CHRISTOPHER A JACOBSSecretary-$30,000-$30,000
DAVID ALVARADOTreasurer-$30,000-$30,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CENTRAL COAST CLIMATE JUSTICE NETWORKPCSANTA BARBARA, CA, US$415,000
Paid Grant-ADVANCE CARE PLANNING AND PATIENT CARE SERVICESPCSANTA BARBARA, CA, US$262,500
Paid Grant-EARLY CHILDHOOD EDUCATION & RESOURCE CENTERPCCARPINTERIA, CA, US$217,500
Paid Grant-CONTINUOUS QUALITY IMPROVEMENT EVALUATIONPCSANTA BARBARA, CA, US$200,000
Paid Grant-COMMUNITY FELLOWS FUNDPCSANTA BARBARA, CA, US$200,000
Paid Grant-COTTAGE ADVANCE CARE PLANNING PROGRAMPCSANTA BARBARA, CA, US$175,000
Paid Grant-THE OLLIN PROJECT, INNOVATE DP, WHAT IS LOVE, MISSION SCHOLARS: COLLEGE ACCESS PROGRAMPCSANTA BARBARA, CA, US$165,000
Paid Grant-INTERIM SUPPORTIVE HOUSING IN SANTA BARBARA COUNTYPCSAN FRANCISCO, CA, US$150,000
Paid Grant-GENERAL OPERATING SUPPORT, LEAP: LEARN.ENGAGE.ADVOCATE.PARTNER.PCGOLETA, CA, US$132,500
Paid Grant-PALLIATIVE CARE & ADVANCED CARE PLANNINGPCSANTA BARBARA, CA, US$100,000
Paid Grant-VARIOUS PROGRAMSPCSANTA BARBARA, CA, US$65,000
Paid Grant-GENERAL OPERATINGPCSANTA BARBARA, CA, US$55,000
Paid Grant-COLLABORATION: SBUSD AND SAFE SCHOOLSPCSANTA BARBARA, CA, US$55,000
Paid Grant-LARGE FORMAT BATTERY ENERGY STORAGE R&DPCINDIANAPOLIS, IN, US$50,000
Paid Grant-CORE OPERATING SUPPORTPCSANTA BARBARA, CA, US$50,000
Paid Grant-AMERICA VOTESPCWASHINGTON, DC, US$50,000
Paid Grant-WESTSIDE NEIGHBORHOOD CLINIC EXPANSIONPCSANTA BARBARA, CA, US$50,000
Paid Grant-VOTER MOBILIZATIONPCWASHINGTON, DC, US$50,000
Paid Grant-PEAC NURSING PROGRAMPCSANTA BARBARA, CA, US$47,955
Paid Grant-NPRN, CAPACITY BUILDING & YOUTH MAKING CHANGEPCSANTA BARBARA, CA, US$45,000
Paid Grant-GENERAL OPERATING SUPPORTPCSANTA BARBARA, CA, US$40,000
Paid Grant-GENERAL OPERATING SUPPORTPCSANTA BARBARA, CA, US$40,000
Paid Grant-STRATEGIC INITIATIVESPCSANTA BARBARA, CA, US$40,000
Paid Grant-GENERAL OPERATING FOR BRIDGE TO NATURE, THE SEA LEAGUEPCSANTA BARBARA, CA, US$40,000
Paid Grant-WELCOME EVERY BABY FAMILY CONNECTSPCSANTA BARBARA, CA, US$30,000
Paid Grant-PEDIATRIC CONCURRENT CARE PROGRAMPCSANTA BARBARA, CA, US$30,000
Paid Grant-LIFT EVERY STUDENTPCGOLETA, CA, US$26,400
Paid Grant-LOMPOC COMMUNITY CHANGERS PROGRAMPCSANTA BARBARA, CA, US$25,000
Paid Grant-GAVIOTA COAST CONSERVANCY OPERATIONSPCGOLETA, CA, US$25,000
Paid Grant-MENTAL HEALTH SERVICES IN AFTER SCHOOL PROGRAMSPCGOLETA, CA, US$25,000
Paid Grant-LOMPOC PREVENTION & PROTECTION PILOT PROGRAMPCLONG BEACH, CA, US$25,000
Paid Grant-IMPLEMENTING SHIFTS IN OUR SECTORPCSANTA BARBARA, CA, US$25,000
Paid Grant-MARIAN OBSTETRICS & GYNECOLOGY RESIDENCY CLINICPCSANTA MARIA, CA, US$25,000
Paid Grant-CLEAN COALITIONPCLONGMONT, CO, US$25,000
Paid Grant-INTEGRATED CARE CLINIC SERVING YOUTHPCSANTA BARBARA, CA, US$25,000
Paid Grant-SAVIE HEALTH CLINIC IN LOMPOCPCLOMPOC, CA, US$25,000
Paid Grant-MOM'S INFANT CARE CENTERPCSANTA BARBARA, CA, US$25,000
Paid Grant-JIM BOWER GOLF TOURNAMENT FOR COMMUNITY OUTREACHPCSANTA BARBARA, CA, US$20,000
Paid Grant-SANTA BARBARA CHANNEL CLEAN ENERGY TRANSITIONPCSANTA BARBARA, CA, US$20,000
Paid Grant-GENERAL SUPPORTPCSANTA BARBARA, CA, US$20,000
Paid Grant-CONTINUING KINDNESSPCSANTA BARBARA, CA, US$20,000
Paid Grant-PHILANTHROPIC HEALTHCARE IN VULNERABLE COMMUNITIESPCSANTA BARBARA, CA, US$20,000
Paid Grant-GAVIOTA CREEK WATERSHED RESTORATIONPCGAVIOTA, CA, US$15,000
Paid Grant-SHARED CROSSING RESEARCH INITIATIVEPCSANTA BARBARA, CA, US$15,000
Paid Grant-GENERAL OPERATING SUPPORTPCLOMPOC, CA, US$15,000
Paid Grant-ALLY AFTER SCHOOL PROGRAMSPCSANTA BARBARA, CA, US$10,000
Paid Grant-KINSHIP ANGELSPCSANTA BARBARA, CA, US$10,000
Paid Grant-CASA EARLY YEARS ADVOCACY PROGRAMPCSANTA BARBARA, CA, US$10,000
Paid Grant-LEADERSHIP DEVELOPMENT & ADVOCACY W/BLACK STUDENTSPCSANTA BARBARA, CA, US$10,000
Paid Grant-WILDFIRE RESILIENT IN SANTA BARBARA COUNTYPCSANTA BARBARA, CA, US$10,000
Paid Grant-MENTAL HEALTH MATTERS @ SBUSDPCSANTA BARBARA, CA, US$10,000
Paid Grant-NURSE PRACTITIONER FOR HOMELESS PROGRAMSPCSANTA BARBARA, CA, US$10,000
Paid Grant-EMERGENCY CAPITAL NEEDS TO SAVE SUMMERLAND FARMPCSUMMERLAND, CA, US$10,000
Paid Grant-BUCKET BRIGADE ACADEMYPCSANTA BARBARA, CA, US$10,000
Paid Grant-COMPUTERS FOR FAMILIES MOBILE HUBPCSANTA BARBARA, CA, US$10,000
Paid Grant-FUN IN THE SUNPCSANTA BARBARA, CA, US$10,000
Paid Grant-GENERAL OPERATING SUPPORTPCSANTA BARBARA, CA, US$10,000
Paid Grant-DREAMS FOR SANTA BARBARA SENIORSPCSANTA BARBARA, CA, US$5,000
Paid Grant-REPATRIATION PROJECTPCSANTA BARBARA, CA, US$5,000
Paid Grant-KING CARLOS EXHIBITPCSANTA BARBARA, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
James S Bower Foundation
EIN
77-0229243
Phone
8055648814
Address
26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101

Signing Officer

Name
Christopher Jacobs
Title
Secretary
Phone
8055648814
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson & Bloodgood Llp
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Raw XML AppendixShowing 400 of 1,532 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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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0290176
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt18736
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt255000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt38000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4525
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5525
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt69866
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt7889
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt82400
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt9866
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt105799
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt114669
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt124925
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt136215
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt143569
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt15178
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt161197
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt173158
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt18929
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt19546
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt201562
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt211003
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt222769
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt233618
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt241750
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt25700
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2692
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4OFFICE ARTWORK & FRAMES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5ORIENTAL RUGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6OFFICE DECOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8CONFERENCE TABLE & CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9TABLE & BOOKCASE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc102X OFFICE SAFES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11HARDWOOD FLOORS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12CARPETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13STUDIO CONSTRUCTION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14STUDIO CONSTRUCTION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15STUDIO CONSTRUCTION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16STUDIO CONSTRUCTION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17WOOD BLINDS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19PHONE SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21IMPROVEMENTS-PHASE II
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22LANDSCAPING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24SERVER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25CAMERA & LIGHTING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26ROOF/FACIA/GUTTERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27SOLAR PANELS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28HVACS
DistributionFromCorpusElection/ElectionDesc0PURUSANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: ___________________________________
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PAGE 5, PART VI-A, LINE 11
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0LIST OF CONTROLLED ENTITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NAME OF ORGANIZATION OWNERSHIP---------------------------------------------------------------------------TOURNAMENT PATIO APARTMENTS, LLC 100%26 W. MICHELTORENA STREETSANTA BARBARA, CA 93101PARTNERSHIP FEDERAL ID #20-3359021EXCESS BUSINESS HOLDING: NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08900823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1645486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21920231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31602460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41697627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt53520822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt66706206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71883217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt83201423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt93875575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt104196463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111853228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MERCER HEDGE FUND INVESTORS SP-I SERIES B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1JENSEN QUALITY GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MFS INTL VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GRANDEUR PEAK INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4WESTERN ASSET INCOME IS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5TRANSAMERICA INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD TOTAL BOND MARK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BOSTON COMMON ESG IMPACT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BOSTON TRUST WALDEN SMALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9MIROVA GLOBAL SUSTAINABILITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10NINETY ONE EMERGING MARK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11IMPAX GLOBAL ENVIRONMENTAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt08900823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1645486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21920231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31602460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41697627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53520822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt66706206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71883217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt83201423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93875575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt104196463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111853228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0915748
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0823486
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt077201
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0797116
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt018832
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/Desc0INTEREST INCOME ON PROGRAM-RELATED INVESTMENT
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt04716
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02637099
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02637099
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt018654
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07995
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt026649
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0823486
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0319784
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt071355
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0383702
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03311855
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03111855
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt025123
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0915748
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0915748
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1694823
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0797116
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0797116
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03706227
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0547
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt038120
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt077201
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0547
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0823486
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02256194
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0797116
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0244820
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt026745
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0277978
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0163559
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt094452
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0271748
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt023548
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt023548
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt013583
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0105821
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0119404
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt019840
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt04307
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt024145
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt030607
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt029147
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt083196
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04128822
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0341824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04331922
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02598018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02637099
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0816967
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0341824
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01220067
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt06120
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01455
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt081107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1217156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2283753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3470046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4301468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5361053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6296984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7279065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8589974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt038893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-33753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-70046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt498532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5208947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt628016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-79065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8110026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12290799

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Filings

Displayed year

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

Open filing
Assets
$86,066,816
Liabilities
$87,680
Net assets
$85,979,136
Revenue
$2,637,099
Expenses
$4,331,922
Net income
-$1,694,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.0$0.10$88.9$2.75$4.50$1.75
2023Detailed filing. Detailed filing data is available for this year.$86.1$0.09$86.0$2.64$4.33$1.69
2023Summary only. Only limited summary data is available for this year.$86.1$0.09$2.64$4.33$1.69
2022Detailed filing. Detailed filing data is available for this year.$82.6$0.32$82.3$7.06$5.14$1.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.8$0.22$96.6$11.7$4.24$7.47
2020Detailed filing. Detailed filing data is available for this year.$91.6$0.06$91.5$2.99$4.16$1.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.3$0.05$71.2$3.49$3.68$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.6$0.35$65.3$3.95$3.66$0.29
2017Detailed filing. Detailed filing data is available for this year.$71.5$0.06$71.4$3.16$3.11$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.6$0.15$65.5$2.11$3.09$0.98
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.1$0.03$65.1$2.71$2.85$0.13
2014Detailed filing. Detailed filing data is available for this year.$59.2$0.18$59.1$2.50$2.68$0.18
2013Detailed filing. Detailed filing data is available for this year.$59.9$0.23$59.7$2.28$3.18$0.90
2012Detailed filing. Detailed filing data is available for this year.$56.2$0.04$56.2$3.26
2011Summary only. Only limited summary data is available for this year.$53.2$0.01$3.00$3.57$6.56