Civic Intelligence

Cny Global Foundation

990PF • Fiscal year 2024 • EIN 82-3132297

Sep 01, 2023 to Aug 31, 2024 • Filed on Nov 17, 2024

Organization Profile
256 Scotia CTFremont, CA 94539

(510) 579-5218

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

0.9%

Faster asset growth than 52% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

97%

Faster revenue growth than 90% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$297,823

Up $2,655 (+0.9%) from 2023

Net Assets

Up

$297,823

Up $2,655 (+0.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin71st percentile

Revenue

Up

$15,314

Up $7,558 (+97%) from 2023

Expenses

Up

$12,659

Up $1,281 (+11%) from 2023

Net Income

Up

$2,655

Up $6,277 (+173%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$400K$300K$200K$100K$0Assets 2019: $193,557Liabilities 2019: $5,117Net Assets 2019: $188,4402019Assets 2020: $194,104Liabilities 2020: $5,1172020Assets 2021: $291,820Liabilities 2021: $5,117Net Assets 2021: $286,7032021Assets 2022: $298,790Liabilities 2022: $1Net Assets 2022: $298,7902022Assets 2023: $295,168Liabilities 2023: $1Net Assets 2023: $295,1682023Assets 2024: $297,823Liabilities 2024: $0Net Assets 2024: $297,8232024Assets 2025: $305,134Liabilities 2025: $0Net Assets 2025: $305,1342025

Highlighted filing

2024

Assets$297,823
Liabilities$0
Net Assets$297,823
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $8,916Expenses 2019: $3,891Net Income 2019: $5,0252019Revenue 2020: $7,001Expenses 2020: $6,454Net Income 2020: $5472020Revenue 2021: $112,328Expenses 2021: $14,612Net Income 2021: $97,7162021Revenue 2022: $25,226Expenses 2022: $13,139Net Income 2022: $12,0872022Revenue 2023: $7,756Expenses 2023: $11,378Net Income 2023: -$3,6222023Revenue 2024: $15,314Expenses 2024: $12,659Net Income 2024: $2,6552024Revenue 2025: $20,335Expenses 2025: $13,024Net Income 2025: $7,3112025

Highlighted filing

2024

Revenue$15,314
Expenses$12,659
Net Income$2,655
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Nov 17, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHENG SHICEO-$0--
XIAOYU ZENGCFO And Secretary-$0--
LIN SHIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Cny Global Foundation
EIN
82-3132297
Phone
5105795218
Address
256 SCOTIA CT, FREMONT, CA 94539

Signing Officer

Name
Cheng Shi
Title
CEO
Phone
5105795218
Signed
2024-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Eric Zhang & Associates Llp
Address
860 HILLVIEW CT STE 230, MILPITAS, CA 95035
Preparer
Eric Zhang CPA
Phone
6265812266
Raw XML AppendixShowing 400 of 621 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990PF PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FINANCIAL AWARENESS CONSULTATION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt12024-2025 BACK-TO-SCHOOL PROGRAM
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FINANCIAL AWARENESS CONSULTATIONPROGRAM OBJECTIVES:-CNY GLOBAL FOUNDATION IS COMMITTED TO MORE EDUCATION PROGRAMS TO PEOPLE IN-NEED-BRING IN EXPERT FINANCIAL CONSULTANTS TO ADVISE AND HELP MORE PEOPLE IN-NEED-SHARE FINANCIAL KNOWLEDGE GLOBALLYPROGRAM DETAILS:-CONTINUE OUR PARTNERSHIP WITH NORTHSTAR INVESTMENT ADVISORY TO PROVIDE FINANCIAL AWARENESS CONSULTATION TO MEMBERS OF MONEY HEALTH COLLECTIVE-DISCUSSIONS WITH NORTHSTAR CONSULTANTS TO DISCUSS SUPPORT PROGRAMS AVAILABLE-COLLECT FEEDBACK FROM PARTICIPANTSPROGRAM SCHEDULE:-2024 - 2025PROGRAM OUTCOME:-CONTRIBUTE TO PROVIDE FINANCIAL CONSULTATION PROGRAMS HOSTED BY THE NORTHSTAR CONSULTANTS-PROVIDE A 1-YEAR CONSULTATION TO 250 PEOPLE IN MONEY HEALTH COLLECTIVEORGANIZERS AND PARTICIPANTS:-CHENG SHI, CEO, CNY GLOBAL FOUNDATION-LIN SHI, DIRECTOR, CNY GLOBAL FOUNDATION-SHRI KRISHNANSEN, ORGANIZER, MONEY HEALTH COLLECTIVE-AMANDA PEPPERS, SENIOR MANAGER, CONSULTANT RELATIONS, NORTHSTAR INVESTMENT ADVISORYPROGRAM EXPENSE: -NORTHSTAR SERVICES (PREPAYMENT FOR NOV 2024 - OCT 2025), 250 ELIGIBLE MEMBERS $3,000.00TOTAL EXPENSE: $3,000.00
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt12024-2025 BACK-TO-SCHOOL PROGRAMPROGRAM OBJECTIVES:-CNY GLOBAL FOUNDATION IS COMMITTED TO ORGANIZE ENHANCED EDUCATION AND ASSISTANCE PROGRAMS TO SCHOOLS AND STUDENTS WITH BACK-TO-SCHOOL DRIVE AND SUPPLIES FOR EDUCATION-ENABLE SCHOOL READINESS OF YOUNG CHILDREN FROM DISADVANTAGED COMMUNITIES AND LOW-INCOME FAMILIES IN LOS ANGELES AREA-PROVIDE ESSENTIAL SCHOOL SUPPLIES TO THOSE FAMILIES IN NEED DURING THIS UNPRECEDENTED YEAR OF PANDEMIC BEFORE SCHOOL STARTSPROGRAM DETAILS:-CONTINUE TO PARTNER WITH PATHWAY LA WHO ALREADY HAS THE CHANNELS AND STAFFS FOR DISTRIBUTION-MEETING WITH PATHWAYS LA FOR 2024 BACK-TO-SCHOOL PROGRAM REQUIREMENTS-IDENTIFY LIST OF ESSENTIAL SCHOOL SUPPLIES FOR FAMILIES IN NEED-PURCHASE THE SCHOOL SUPPLIES AND DELIVER TO DESIGNATED DISTRIBUTION CENTER-REVIEW THE OUTCOME OF THE PROGRAM WITH PATHWAYS LAPROGRAM SCHEDULE:-AUGUST 2024, BEFORE SCHOOL STARTSPROGRAM OUTCOME:-CONTRIBUTED TOWARDS HUNDREDS OF FAMILIES WITH THE SUPPLIES FOR 2024-2025 SCHOOL YEAR-WELL-APPRAISED JOINT PROGRAM BY THE SENIOR MANAGEMENT FROM PATHWAYS LAORGANIZERS AND PARTICIPANTS:-LIN SHI, DIRECTOR, CNY GLOBAL FOUNDATION-CHENG SHI, CEO, CNY GLOBAL FOUNDATION-KAREN FAIREY, DIRECTOR OF EXTERNAL AFFAIRS, PATHWAYS LAPROGRAM EXPENSE: -SCHOOL SUPPLIES $2165.85-PHILANTHROPY LEADERSHIP PROGRAM TRAINING-GLEOW $1500.00TOTAL EXPENSE: $3665.85
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt103685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt132790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0142.22 SHARES GOLDMAN SACHS TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16.549 SHARES PRINCIPAL GLOBAL REAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22676.68 SHARES GOLDMAN SACHS TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3250.046 SHARES PRINCIPAL GLOBAL REAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4562.765 SHARES PIMCO FDS PAC INVT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc574.124 SHARES AMERICAN CENTY MUT FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc623.12 SHARES BARON INVT FUNDS TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc717.344 SHARES DODGE & COX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc821.365 SHARES EATON VANCE SER II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc910.918 SHARES FIRST EAGLE FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1047.104 SHARES HARBOR FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1135.081 SHARES MFS SER TR I VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1229.151 SHARES OAKMARK FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1342.984 SHARES T ROWE PRICE BLUE CHIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1431.4 SHARES VIRTUS ASSET TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc158.208 SHARES VICTORY SYCAMORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05071
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02655
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0297823
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0295168
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0297823
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0316869
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0251694
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0251694
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt011808
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02901
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02901
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04084
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt06040
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02843
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01956
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01956
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0279981
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0282723
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0301769
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt043474
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt046129
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0536
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010243
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010243
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0295168
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0297823
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0316869
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0295168
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0297823
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0295168
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0297823
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0295272
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011446
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0283826
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04429
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014542
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0290843
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0295272
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10

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Filings

Displayed year

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

Open filing
Assets
$297,823
Liabilities
$0
Net assets
$297,823
Revenue
$15,314
Expenses
$12,659
Net income
$2,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.20$0.13$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.15$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.08$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.25$0.13$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.05$2.87$1.12$0.15$0.98
2020Summary only. Only limited summary data is available for this year.$1.94$0.05$0.07$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.05$1.88$0.09$0.04$0.05