Civic Intelligence

Gladstone Foundation

990 • Fiscal year 2021 • EIN 80-0688001

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 06, 2022

1650 Owens StreetSan Francisco, CA 94158

(415) 734-2000

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

4th percentile

0.00x

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

85th percentile

47%

Higher net margin than 85% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

94th percentile

$1,083,474

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

93rd percentile

59%

Faster asset growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

949%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Assets

Up

$27,923,141

Up $10,321,081 (+59%) from 2020

Net Assets

Up

$27,923,141

Up $10,323,331 (+59%) from 2020

Liabilities

Down

$0

Down $2,250 (-100%) from 2020

Revenue

Up

$22,078,581

Up $19,973,338 (+949%) from 2020

Expenses

Up

$11,755,250

Up $7,243,734 (+161%) from 2020

Net Income

Up

$10,323,331

Up $12,729,604 (+529%) from 2020

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $9,298,097Liabilities 2012: $111,908Net Assets 2012: $9,186,1892012Assets 2013: $10,149,144Liabilities 2013: $449,417Net Assets 2013: $9,699,7272013Assets 2014: $31,371,269Liabilities 2014: $2,381,047Net Assets 2014: $28,990,2222014Assets 2015: $38,811,648Liabilities 2015: $3,471,514Net Assets 2015: $35,340,1342015Assets 2016: $39,076,913Liabilities 2016: $2,682,574Net Assets 2016: $36,394,3392016Assets 2017: $43,089,314Liabilities 2017: $5,375,064Net Assets 2017: $37,714,2502017Assets 2018: $21,956,682Liabilities 2018: $2,000Net Assets 2018: $21,954,6822018Assets 2019: $20,008,332Liabilities 2019: $2,249Net Assets 2019: $20,006,0832019Assets 2020: $17,602,060Liabilities 2020: $2,250Net Assets 2020: $17,599,8102020Assets 2021: $27,923,141Liabilities 2021: $0Net Assets 2021: $27,923,1412021Assets 2022: $14,074,974Liabilities 2022: $0Net Assets 2022: $14,074,9742022Assets 2023: $12,884,183Liabilities 2023: $0Net Assets 2023: $12,884,1832023Assets 2024: $9,568,568Liabilities 2024: $54,432Net Assets 2024: $9,514,1362024

Highlighted filing

2021

Assets$27,923,141
Liabilities$0
Net Assets$27,923,141

Operations Trend

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

$30M$20M$10M$0-$10M-$20MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Expenses 2012: $196,8602012Revenue 2013: $524,923Expenses 2013: $11,142Net Income 2013: $513,7812013Revenue 2014: $19,299,732Expenses 2014: $10,575Net Income 2014: $19,289,1572014Revenue 2015: $6,363,611Expenses 2015: $12,273Net Income 2015: $6,351,3382015Revenue 2016: $1,069,506Expenses 2016: $15,386Net Income 2016: $1,054,1202016Revenue 2017: $1,333,370Expenses 2017: $13,459Net Income 2017: $1,319,9112017Revenue 2018: $1,045,962Expenses 2018: $16,805,530Net Income 2018: -$15,759,5682018Revenue 2019: $3,814,456Expenses 2019: $5,763,055Net Income 2019: -$1,948,5992019Revenue 2020: $2,105,243Expenses 2020: $4,511,516Net Income 2020: -$2,406,2732020Revenue 2021: $22,078,581Expenses 2021: $11,755,250Net Income 2021: $10,323,3312021Revenue 2022: $7,499,234Expenses 2022: $21,347,401Net Income 2022: -$13,848,1672022Revenue 2023: $6,305,076Expenses 2023: $7,495,867Net Income 2023: -$1,190,7912023Revenue 2024: $4,263,423Expenses 2024: $7,225,470Net Income 2024: -$2,962,0472024

Highlighted filing

2021

Revenue$22,078,581
Expenses$11,755,250
Net Income$10,323,331
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 6, 2022
Return Version
2021v4.2
Gross Receipts
$23,861,851
Mission and Program Overview

Mission

To conduct fundraising activities on behalf of the j. David gladstone institutes and to manage and invest a portion of such assets on behalf of the institutes.

The gladstone foundation conducts fundraising activity on behalf of the j david gladstone institutes. The mission of the gladstone institutes is to use visionary science and technology to overcome major unsolved diseases. To ensure their work does the greatest good, the gladstone institutes focuses on conditions with profound medical, economic, and social impact - unsolved diseases of the brain, the heart, and the immune system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$15,842,659$27,611,530▲ $11,768,871
Cash and Non-Interest-Bearing Accounts$1,759,076$311,286▼ $1,447,790
Prepaid Expenses and Deferred Charges$325$325→ $0
Total Assets$17,602,060$27,923,141▲ $10,321,081
Liabilities
Accounts Payable and Accrued Expenses$2,250$0▼ $2,250
Total Liabilities$2,250$0▼ $2,250
Net Assets / Fund Balance
Net Assets With Donor Restrictions$17,001,260$33,109,013▲ $16,107,753
Net Assets Without Donor Restrictions$598,550$-5,185,872▼ $5,784,422
Total Net Assets Fund Balance$17,599,810$27,923,141▲ $10,323,331
Total Liabilities and Net Assets / Fund Balance$17,602,060$27,923,141▲ $10,321,081

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$17,599,810$22,096,036▼ $17,455$11,745,000$27,923,141
2020$20,006,083$2,113,381▼ $8,138$4,500,000$17,599,810
2019$21,954,682$3,807,649▲ $6,807$5,752,524$20,006,083
2018$37,714,250$900,971▲ $144,991$16,794,383$21,954,682
2017$36,394,341$1,148,871▲ $184,499$6,915$37,714,250
Compensation and Service Providers

Employees

NameTitleOtherTotal
R Sanders WilliamsDirector$10,062$10,062

Board Members and Trustees

NameTitle
William H Younger JrChairman
Deepak Srivastava DirectorPresident of Jdgi
Stasia ObremskeyVice Chairman
Chris BoskinDirector
Christopher R Redlich JrDirector
Deep V NisharDirector
Diksha MakanDirector
Douglas ScrivnerDirector
Erin HoffmannDirector
Gary MorgenthalerDirector
Gary SteeleDirector
James TananbaumDirector
Linda GraisDirector
Marianne De BackerDirector
Paul EdwardsDirector
Perry KarsenDirector
Sako D FisherDirector
Sharon WinslowDirector
Stephen RichardsonDirector
Thomas J FurstDirector
Laura LehmanDirector (thru 10/21)
Chris Nicholson SecretaryDirector of Philanthropy
Robert Obana Former TreasurerCOO of Jdgi
Megan Mcdevitt Former SecretaryVP of Communications for Jdgi
Michelle Sibly TreasurerVP of Finance
Robert Wicks CEOVP of Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$22,096,036
Program Service Revenue
$0
Investment Income
$-17,455
Other Revenue
$0
All Other Contributions
$22,096,036
Change in Net Assets
$10,323,331

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$752,930Fair Market Value
Total Noncash Contributions6$752,930-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,745,000
Other Expenses$10,250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,745,000--$11,745,000
Fees for Services Accounting-$7,400-$7,400
Fees for Service Investment Mgmnt Fees-$2,700-$2,700
Other Expenses$150--$150
Total Functional Expenses$11,745,150$10,100$0$11,755,250
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The J David Gladstone InstitutesSan Francisco, CA501(c)(3)General Support$11,745,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

The trustees of the j. David gladstone institutes have approval rights of the nominated board members of the gladstone foundation.

Form 990, Part VI, Section B, Line 11B

The form 990 and its related schedules were provided to the gladstone foundation officers, the chairman, and all members of the audit committee for review and approval prior to filing.

Form 990, Part VI, Section B, Line 12C

Each director, trustee, principal officer, and member of a committee with board delegated powers shall annually sign a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands the corporation is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, financial statements and conflict of interest policy available upon request.

Filing and Contact Details

Filer

Filer Name
Gladstone Foundation
EIN
80-0688001
Phone
4157342000
Address
1650 OWENS STREET, SAN FRANCISCO, CA 94158

Signing Officer

Name
Michelle Sibly
Title
Treasurer
Phone
4157342000
Signed
2022-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Sibly
Formed
2010
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
19
Employees
0
Volunteers
24

Preparer

Firm
Moss Adams Llp
Address
4747 EXECUTIVE DR SUITE 1300, SAN DIEGO, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

To support the j. David gladstone institutes.

PART X, LINE 2:

The following footnote is contained in the consolidated financial statements of the j. David gladstone institutes: the institutes has been granted exemption from income taxes under section 501(c)(3) of the internal revenue code and section 23701d of the california revenue and taxation code. The institutes is subject to unrelated business income tax on certain rental transactions and income from alternative investments. For the years ended december 31, 2021 and 2020, the institutes had approximately $11,587,000 and $11,535,000 of cumulative taxable losses, respectively. Since management believes it is unlikely there will be future income to offset these losses, a valuation allowance has been reflected against the full balance. The institutes files an exempt organization return and applicable unrelated business income tax returns in the u.s. Federal jurisdiction and with the franchise tax board in the state of california. The institutes had no unrecognized tax benefits at december 31, 2021 and 2020.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt24192618
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt25538250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt26237499
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT OF JDGI
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR (THRU 10/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP OF PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt23VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR OF PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt25COO OF JDGI
IRS990/Form990PartVIISectionAGrp/TitleTxt26VP OF COMMUNICATIONS FOR JDGI
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-17638
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt011745000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt011745000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt011745000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01765632
IRS990/GrossReceiptsAmt023861851
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0183
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0183
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01783270
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CONDUCT FUNDRAISING ACTIVITIES ON BEHALF OF THE J. DAVID GLADSTONE INSTITUTES AND TO MANAGE AND INVEST A PORTION OF SUCH ASSETS ON BEHALF OF THE INSTITUTES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017599810
IRS990/NetAssetsOrFundBalancesEOYAmt027923141
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-17638
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-17638
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0598550
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-5185872
IRS990/NoncashContributionsAmt0752930
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FILING FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0150
IRS990/OtherExpensesGrp/TotalAmt0150
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt015842659
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt027611530
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0325
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0325
IRS990/PrincipalOfficerNm0MICHELLE SIBLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02113381
IRS990/PYExcessBenefitTransInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0900971
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0145136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0184476
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0332490
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87610
IRS990ScheduleA/PublicSupportPY170Pct00.70550
IRS990ScheduleA/PublicSupportTotal170Amt026631919
IRS990ScheduleA/SubstantialContributorsTotAmt03434989
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022096036
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02113381
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03807649
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0900971
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01148871
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt030066908
IRS990ScheduleA/TotalSupportAmt030399398
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt010250
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt017599810
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt022096036
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt027923141
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17455
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt011745000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt011516

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.57$0.05$9.51$4.26$7.23$2.96
2023Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$6.31$7.50$1.19
2022Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$7.50$21.3$13.8
2021Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$22.1$11.8$10.3
2020Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$2.11$4.51$2.41
2019Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$3.81$5.76$1.95
2018Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$1.05$16.8$15.8
2017Detailed filing. Detailed filing data is available for this year.$43.1$5.38$37.7$1.33$0.01$1.32
2016Detailed filing. Detailed filing data is available for this year.$39.1$2.68$36.4$1.07$0.02$1.05
2015Detailed filing. Detailed filing data is available for this year.$38.8$3.47$35.3$6.36$0.01$6.35
2014Detailed filing. Detailed filing data is available for this year.$31.4$2.38$29.0$19.3$0.01$19.3
2013Detailed filing. Detailed filing data is available for this year.$10.1$0.45$9.70$0.52$0.01$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.30$0.11$9.19$0.20
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00