Civic Intelligence

Dancing Star Foundation a Non Profit Public Benefit Corporation

990PF • Fiscal year 2024 • EIN 77-0343380

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 05, 2025

Organization Profile
707 Wilshire Blvd 3800Los Angeles, CA 90017-3541

(310) 966-1424

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.05x

Higher debt load relative to revenue than 34% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

82nd percentile

39%

Higher net margin than 82% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$197,649

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

61st percentile

7.6%

Faster asset growth than 61% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

240%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$21,251,089

Up $1,509,861 (+7.6%) from 2023

Net Assets

$21,143,956

No earlier filing loaded for comparison.

Liabilities

Down

$107,133

Down $42,523 (-28%) from 2023

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin82nd percentile

Revenue

Up

$2,088,157

Up $1,474,025 (+240%) from 2023

Expenses

Down

$1,278,087

Down $120,172 (-8.6%) from 2023

Net Income

Up

$810,070

Up $1,594,197 (+203%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$30M$20M$10M$0Assets 2011: $28,935,829Liabilities 2011: $1,051,5012011Assets 2012: $27,862,528Liabilities 2012: $866,8982012Assets 2013: $27,730,098Liabilities 2013: $660,1832013Assets 2014: $25,345,400Liabilities 2014: $154,733Net Assets 2014: $25,190,6672014Assets 2015: $25,136,781Liabilities 2015: $138,043Net Assets 2015: $24,998,7382015Assets 2016: $23,057,477Liabilities 2016: $169,339Net Assets 2016: $22,888,1382016Assets 2017: $23,820,478Liabilities 2017: $134,397Net Assets 2017: $23,686,0812017Assets 2018: $21,297,825Liabilities 2018: $116,533Net Assets 2018: $21,181,2922018Assets 2019: $22,678,609Liabilities 2019: $169,144Net Assets 2019: $22,509,4652019Assets 2020: $22,507,556Liabilities 2020: $232,162Net Assets 2020: $22,275,3942020Assets 2021: $23,301,376Liabilities 2021: $143,847Net Assets 2021: $23,157,5292021Assets 2022: $19,298,194Liabilities 2022: $175,748Net Assets 2022: $19,122,4462022Assets 2023: $19,741,228Liabilities 2023: $149,6562023Assets 2024: $21,251,089Liabilities 2024: $107,133Net Assets 2024: $21,143,9562024

Highlighted filing

2024

Assets$21,251,089
Liabilities$107,133
Net Assets$21,143,956
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $120,473Expenses 2011: $2,449,568Net Income 2011: -$2,329,0952011Revenue 2012: $890,413Expenses 2012: $2,345,961Net Income 2012: -$1,455,5482012Revenue 2013: $1,389,948Expenses 2013: $2,066,701Net Income 2013: -$676,7532013Revenue 2014: $408,346Expenses 2014: $2,079,794Net Income 2014: -$1,671,4482014Revenue 2015: $2,796,980Expenses 2015: $1,959,487Net Income 2015: $837,4932015Revenue 2016: $54,096Expenses 2016: $1,618,052Net Income 2016: -$1,563,9562016Revenue 2017: $1,153,421Expenses 2017: $1,588,751Net Income 2017: -$435,3302017Revenue 2018: $887,645Expenses 2018: $1,525,983Net Income 2018: -$638,3382018Revenue 2019: $1,341,619Expenses 2019: $1,500,839Net Income 2019: -$159,2202019Revenue 2020: $451,616Expenses 2020: $1,274,227Net Income 2020: -$822,6112020Revenue 2021: $1,839,428Expenses 2021: $1,324,812Net Income 2021: $514,6162021Revenue 2022: $633,900Expenses 2022: $1,333,589Net Income 2022: -$699,6892022Revenue 2023: $614,132Expenses 2023: $1,398,259Net Income 2023: -$784,1272023Revenue 2024: $2,088,157Expenses 2024: $1,278,087Net Income 2024: $810,0702024

Highlighted filing

2024

Revenue$2,088,157
Expenses$1,278,087
Net Income$810,070
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL C TOBIASPresidentFT$197,649-$197,649
JANE G MORRISONExecutive V.P & SecretaryFT$143,470-$143,470
GEOFFREY HOLLANDDirector-$3,000-$3,000
MICHAEL BOSTICKDirector-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Dancing Star Foundation
EIN
77-0343380
Phone
3109661424
Address
707 WILSHIRE BLVD 3800, LOS ANGELES, CA 90017-3541

Signing Officer

Name
Dr Michael Tobias
Title
President
Phone
3109661424
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
3800 KILROY AIRPORT WAY SUITE 250, LONG BEACH, CA 90806-6865
Preparer
Anthony J Gales
Phone
5624203100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48REGENERON PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ROCHE HOLDING LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51T MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WESTERN DIGITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61OTIS WORLDWIDE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63WILLIS TOWERS WATSON PUBLIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64AB AB RELATIVE VALUE FUND ADVISOR CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WATERS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69HYATT HOTELS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72CAMECO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74DIGITAL REALTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76GE VERNOVA LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77HONEYWELLINTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78HUBSPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79LABCORP HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PENTAIR PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TAIWAN SEMICONDUCTOR MFG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84AB ACTIVE ETFS INC AB CONSERVATIVE BUFFER ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0910270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1926244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2861363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3617858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4507737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51213121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6495500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AB PRIVATE CREDIT INVESTORS MIDDLE MARKET DIRECT LENDING FUND II FEEDER, L.P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ALLIANCE BERNSTEIN SECURITIZED ASSETS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AB COMMERCIAL REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4INNOVATOR ETFS TR US EQUITY POWER BUFFER ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AB ACTIVE ETFS INC AB ULTRA SHORT INCOME ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6INNOVATOR ETFS TR INNOVATOR US EQUITY POWER BUFFER ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0910270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1926244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2861363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3617858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4507737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51213121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6495500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0443325
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01586248
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt054408
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt04176
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02088157
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02088157
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04778
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016296
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0501909
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0582131
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0282074
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt065044
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0347119
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0443325
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0443325
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0443325
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0810070
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05582131
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt019922
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt054408
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt054408
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt054408
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt019922
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt04563
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt085467
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01586248
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0825929
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt011729
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0654
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt021796
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0149705
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt030476
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0265277
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0205879
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0747
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0255400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt04176
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04176
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0130434
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0127751
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0258185
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0824
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0501909
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0787739
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0253935
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01278087
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01079864
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02088157
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0784939
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0253935
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01275287
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04294
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0582131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0582131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0582131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0582131
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0810070
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0365
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0742679
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021144321
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt019591572
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021143956
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09390
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,251,089
Liabilities
$107,133
Net assets
$21,143,956
Revenue
$2,088,157
Expenses
$1,278,087
Net income
$810,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.3$0.11$21.1$2.09$1.28$0.81
2023Summary only. Only limited summary data is available for this year.$19.7$0.15$0.61$1.40$0.78
2022Detailed filing. Detailed filing data is available for this year.$19.3$0.18$19.1$0.63$1.33$0.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.14$23.2$1.84$1.32$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$0.23$22.3$0.45$1.27$0.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$0.17$22.5$1.34$1.50$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.3$0.12$21.2$0.89$1.53$0.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.8$0.13$23.7$1.15$1.59$0.44
2016Detailed filing. Detailed filing data is available for this year.$23.1$0.17$22.9$0.05$1.62$1.56
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$0.14$25.0$2.80$1.96$0.84
2014Detailed filing. Detailed filing data is available for this year.$25.3$0.15$25.2$0.41$2.08$1.67
2013Summary only. Only limited summary data is available for this year.$27.7$0.66$1.39$2.07$0.68
2012Summary only. Only limited summary data is available for this year.$27.9$0.87$0.89$2.35$1.46
2011Summary only. Only limited summary data is available for this year.$28.9$1.05$0.12$2.45$2.33