Civic Intelligence

Sid Pashelinsky Family Foundation Inc.

990PF • Fiscal year 2023 • EIN 83-1560671

Aug 01, 2022 to Jul 31, 2023 • Filed on Nov 24, 2023

Organization Profile
4400 N Federal Hwy 210Boca Raton, FL 33431

(954) 520-6999

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

8th percentile

-96%

Higher net margin than 8% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$25,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

24th percentile

-4.1%

Faster asset growth than 24% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

76th percentile

33%

Faster revenue growth than 76% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,696,053

Down $115,820 (-4.1%) from 2022

Net Assets

Down

$2,696,053

Down $115,820 (-4.1%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin8th percentile

Revenue

Up

$120,392

Up $29,976 (+33%) from 2022

Expenses

Down

$236,212

Down $108,853 (-32%) from 2022

Net Income

Up

-$115,820

Up $138,829 (+55%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $3,565,047Liabilities 2019: $02019Assets 2020: $3,308,651Liabilities 2020: $1Net Assets 2020: $3,308,6512020Assets 2021: $3,116,326Liabilities 2021: $1Net Assets 2021: $3,116,3262021Assets 2022: $2,811,873Liabilities 2022: $1Net Assets 2022: $2,811,8732022Assets 2023: $2,696,053Liabilities 2023: $1Net Assets 2023: $2,696,0532023Assets 2024: $2,353,913Liabilities 2024: $1Net Assets 2024: $2,353,9132024Assets 2025: $2,326,109Liabilities 2025: $0Net Assets 2025: $2,326,1092025

Highlighted filing

2023

Assets$2,696,053
Liabilities$1
Net Assets$2,696,053
Open 2023 Filing

Operations Trend

Revenue Growth76th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $3,565,647Expenses 2019: $600Net Income 2019: $3,565,0472019Revenue 2020: $210,997Expenses 2020: $467,393Net Income 2020: -$256,3962020Revenue 2021: $112,235Expenses 2021: $304,560Net Income 2021: -$192,3252021Revenue 2022: $90,416Expenses 2022: $345,065Net Income 2022: -$254,6492022Revenue 2023: $120,392Expenses 2023: $236,212Net Income 2023: -$115,8202023Revenue 2024: $26,569Expenses 2024: $368,709Net Income 2024: -$342,1402024Revenue 2025: $345,939Expenses 2025: $373,743Net Income 2025: -$27,8042025

Highlighted filing

2023

Revenue$120,392
Expenses$236,212
Net Income-$115,820
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Nov 24, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA M GETTLEMANPresidentPT$25,000-$25,000
JAMES P DRAGOSecretaryPT$25,000-$25,000
RYAN S RATNERTreasurerPT$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
The Sid Pashelinsky Foundation Inc
EIN
83-1560671
Phone
9545206999
Address
4400 N FEDERAL HWY 210, BOCA RATON, FL 33431

Signing Officer

Name
Monica M Gettleman
Title
President
Signed
2023-11-24
Discuss with paid preparer
Yes

Preparer

Firm
Brevda CPA PA
Address
4510 N Federal Hwy STE 103, Lighthouse Point, FL 33064
Preparer
Paul S Brevda CPA
Phone
9547185656
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23T ROWE PRICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25WASTE MANAGEMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt025012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131041
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2119729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt351056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt419202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5100737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt099 SH SPDR S&P ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1264 SH SPDR GOLD TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES CORE S&P TOTAL US STK MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3HEALTHCARE SELECT SPDR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SCHWAB STRATEGIC INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5LEGG MASON ETF INVT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt045547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt148140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2175062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt351280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt418098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5103140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0106664
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt013728
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0106664
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt013728
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0120392
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03450
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0106664
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013728
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0132809
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0132809
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0106664
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0106664
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0106664
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-115820
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0188621
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013728
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt016989
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt024953
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt024953
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0106664
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0132809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0103403
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0236212
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0120392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0120392
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0103403
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0103403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt017213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt210354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt320087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt415299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt666010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt710000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt816686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-69
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-4699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-87
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt628269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-9343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-69
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-4699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-87
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt628269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-9343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt320000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt415098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt694279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt816897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0204 ISHARES TRUST 1-3 YR TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11724.77 PUTNAM ULTRA SHORT DURATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc257 META PLATFORMS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc320000 LOUISIANA LOC GOVT ENVIORNMENTAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc415000 WEST VIRGINIA ST HOSP FIN AUTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc519.292 VANGUARD WHITEHALL FDS HIGH DIV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6875.439 VANGUARD WHITEHALL FDS HIGH DIV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc710000 BEXAR CNTY TEX HSG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc817000 UNITED STATES TREASURY BILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013728
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-274
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-115820
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02696053
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02811873
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02696053
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0161834
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0161834
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0161834
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0162070
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0236
IRS990PF/DistributableAmountGrp/TotalTaxAmt0236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0236
IRS990PF/FMVAssetsEOYAmt03427525
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02811873
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02696053
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01756199
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01730813
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01648815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0543598
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0539260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01258240
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0346684
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0346777
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0441267
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0165392
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt079203

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Filings

Displayed year

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

Open filing
Assets
$2,696,053
Liabilities
$1
Net assets
$2,696,053
Revenue
$120,392
Expenses
$236,212
Net income
-$115,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.35$0.37$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.03$0.37$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.12$0.24$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.09$0.35$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.11$0.30$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.21$0.47$0.26
2019Summary only. Only limited summary data is available for this year.$3.57$0.00$3.57$0.00$3.57