Civic Intelligence

Robert Chang Charitable Foundation

990PF • Fiscal year 2024 • EIN 77-0550139

Sep 01, 2023 to Aug 31, 2024 • Filed on Dec 18, 2024

Organization Profile
PO Box 1532 AftPennington, NJ 08534

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

77th percentile

30%

Higher net margin than 77% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$50,813

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

48th percentile

3.5%

Faster asset growth than 48% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

281%

Faster revenue growth than 95% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,044,965

Up $268,395 (+3.5%) from 2023

Net Assets

$8,044,965

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin77th percentile

Revenue

Up

$931,274

Up $686,580 (+281%) from 2023

Expenses

Down

$650,087

Down $10,940 (-1.7%) from 2023

Net Income

Up

$281,187

Up $697,520 (+168%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$10M$5.0M$0Assets 2012: $6,942,252Liabilities 2012: $02012Assets 2013: $7,058,584Liabilities 2013: $02013Assets 2014: $7,398,073Liabilities 2014: $02014Assets 2015: $7,467,168Liabilities 2015: $02015Assets 2019: $7,126,385Liabilities 2019: $02019Assets 2020: $8,005,847Liabilities 2020: $12020Assets 2021: $8,238,778Liabilities 2021: $0Net Assets 2021: $8,238,7782021Assets 2022: $8,181,535Liabilities 2022: $0Net Assets 2022: $8,181,5352022Assets 2023: $7,776,570Liabilities 2023: $12023Assets 2024: $8,044,965Liabilities 2024: $0Net Assets 2024: $8,044,9652024

Highlighted filing

2024

Assets$8,044,965
Liabilities$0
Net Assets$8,044,965
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $432,086Expenses 2012: $457,059Net Income 2012: -$24,9732012Revenue 2013: $620,549Expenses 2013: $504,735Net Income 2013: $115,8142013Revenue 2014: $870,819Expenses 2014: $476,074Net Income 2014: $394,7452014Revenue 2015: $642,381Expenses 2015: $537,818Net Income 2015: $104,5632015Revenue 2019: $319,225Expenses 2019: $548,465Net Income 2019: -$229,2402019Revenue 2020: $1,141,174Expenses 2020: $517,190Net Income 2020: $623,9842020Revenue 2021: $880,325Expenses 2021: $598,111Net Income 2021: $282,2142021Revenue 2022: $630,760Expenses 2022: $670,150Net Income 2022: -$39,3902022Revenue 2023: $244,694Expenses 2023: $661,027Net Income 2023: -$416,3332023Revenue 2024: $931,274Expenses 2024: $650,087Net Income 2024: $281,1872024

Highlighted filing

2024

Revenue$931,274
Expenses$650,087
Net Income$281,187
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Dec 18, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLAN LIUPresidentPT$50,813-$50,813
VINCENT J CHANGCFO-$33,459-$33,459
JAMES J CHENSecretary-$28,166-$28,166
Filing and Contact Details

Filer

Filer Name
Robert N Chang Foundation
EIN
77-0550139
Phone
8888663275
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534

Signing Officer

Name
Allan Liu
Title
Trustee
Phone
8888663275
Signed
2024-12-18
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534
Preparer
Karen J Kiser
Phone
8888663275
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17836179XBU9 GNM PMA8151M 04 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17936179WXL7 GNM PMA7883M 03 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18091282CFB2 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm181912810TA6 U.S. TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1823132DWC35 FHLMC SD 8190 03%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1833132DWD83 FHLMC SD 8227 04%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm184852234AJ2 SQUARE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18531418D6E7 FNMA PMA4468 03 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1863132DWD26 FHLMC SD 8221 03 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18702156BAD5 ALTERYX INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm188753422AF1 CB RAPID7 INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm189682189AS4 ON SEMICONDUCTOR COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19036179XDF0 GNM PMA8202M 05%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19122266LAF3 COUPA SOFTWARE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19291282CCW9 U.S. TREASURY NOTE
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19423804LAB9 DATADOG INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19530212PBE4 EXPEDIA GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19691282CES6 U.S. TREASURY NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19731418ECB4 FNMA PMA4565 03 50%
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1993132DWEC3 FHLMC SD 8231 04 50%
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20209857LAN8 BOOKING HOLDINGS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2033140XBNR7 FNMA PFM7599 03 50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20429415FAB0 ENVISTA HOLDINGS COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm205819047AB7 SHAKE SHACK INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2063132DWCQ4 FHLMC SD 8179 03%
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20802156BAF0 ALTERYX INC
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21162886HBD2 NCL CORPORATION LTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21208265TAB5 BENTLEY SYS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm213679295AD7 OKTA INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm214256163AD8 DOCUSIGN INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21530063PAC9 EXACT SCIENCES CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm216632307AB0 NATERA INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm217538034AU3 LIVE NATION ENTERTAI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21818915MAC1 CLOUDFLARE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21900971TAL5 AKAMAI TECHNOLOGIES,
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm220021369AC7 ALTAIR ENGINEERING I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22105464CAB7 AXON ENTERPRISE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm222090043AD2 GCB BILL COM HLDGS I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22319260QAB3 COINBASE GLOBAL INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22426142RAB0 DRAFTKINGS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22526441CBY0 DUKE ENERGY CORP NEW
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm226358039AB1 FRESHPET INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm227387328AD9 GRANITE CONSTRUCTION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22840171VAA8 GUIDEWIRE SOFTWARE I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm229465741AN6 ITRON INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23046647PEC6 JPMORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm231516544AB9 LANTHEUS HLDGS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm232531229AQ5 LIBERTY MEDIA CORP D
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23357164YAD9 MARRIOTT VACATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm234594972AE1 MICROSTRATEGY INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm235629377CG5 NRG ENERGY INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm236670704AJ4 NUVASIVE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm237682189AU9 ON SEMICONDUCTOR COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm238737446AT1 POST HOLDINGS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23976954AAB9 RIVIAN AUTOMOTIVE IN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm240780153BQ4 CB ROYAL CARIBBEAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm241803607AD2 SAREPTA THERAPEUTICS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24282452JAD1 SHIFT4 PAYMENTS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm243842587DP9 CB SOUTHERN CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24484921RAB6 SPOTIFY USA INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24586333MAA6 STRIDE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24688162GAB9 TETRA TECH INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24789377MAB5 TRANSMEDICS GROUP IN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm248902252AB1 TYLER TECHNOLOGIES I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24991324PFL1 UNITEDHEALTH GROUP I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25092277GAZ0 VENTAS RLTY LTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25194419LAP6 CB WAYFAIR INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25298980AAB1 USD ZTO EXPRESS KY
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt129846
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt212824
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt33176
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt412832
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt53279
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt75709
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt814113
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt96416
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1016501
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1117866
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt123412
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3012637
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt312803
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt336032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt345356
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt354212
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt363672
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt373221
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3821054
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt394961
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt403248
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt415529
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt423507
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt434926
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4414296
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt453064
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt463496
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt473251
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt486212
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt493502
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt505670
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt516537
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt525391
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt534342
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt543929
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt555074
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt563705
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5713969
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt583492
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt592541
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt602962
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt09571
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt129679
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt212693
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt33176
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt414258
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt610698
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt75805
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt813972
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt97196
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1016142
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt146525
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt152763
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt165461
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt175451
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt183948
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt197504
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2010901
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt216219
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt224360
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2314198
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt249246
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt253135
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt267376
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt273119
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt284094
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt294956
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3013095
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt394544
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt563739
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5713579
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt583532
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt592093
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt602985
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt215304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt315562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt421147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt653383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt94046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt147489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt158607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt165176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1710306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt183552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt194685
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Filings

Displayed year

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

Open filing
Assets
$8,044,965
Liabilities
$0
Net assets
$8,044,965
Revenue
$931,274
Expenses
$650,087
Net income
$281,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.93$0.65$0.28
2023Summary only. Only limited summary data is available for this year.$7.78$0.00$0.24$0.66$0.42
2022Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.63$0.67$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.24$0.00$8.24$0.88$0.60$0.28
2020Summary only. Only limited summary data is available for this year.$8.01$0.00$1.14$0.52$0.62
2019Summary only. Only limited summary data is available for this year.$7.13$0.00$0.32$0.55$0.23
2015Summary only. Only limited summary data is available for this year.$7.47$0.00$0.64$0.54$0.10
2014Summary only. Only limited summary data is available for this year.$7.40$0.00$0.87$0.48$0.39
2013Summary only. Only limited summary data is available for this year.$7.06$0.00$0.62$0.50$0.12
2012Summary only. Only limited summary data is available for this year.$6.94$0.00$0.43$0.46$0.02