Civic Intelligence

Sherwood Fund

990PF • Fiscal year 2021 • EIN 84-3511408

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
PO Box 1540Middleburg, VA 20118

(540) 326-8954

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$25,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

100th percentile

3719%

Faster asset growth than 100% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

3046%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$33,799,330

Up $32,914,401 (+3719%) from 2020

Net Assets

Up

$33,798,903

Up $32,914,603 (+3722%) from 2020

Liabilities

Down

$427

Down $202 (-32%) from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin99th percentile

Revenue

Up

$33,040,100

Up $31,990,032 (+3046%) from 2020

Expenses

Down

$125,497

Down $40,271 (-24%) from 2020

Net Income

Up

$32,914,603

Up $32,030,303 (+3622%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$100M$50M$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $884,929Liabilities 2020: $629Net Assets 2020: $884,3002020Assets 2021: $33,799,330Liabilities 2021: $427Net Assets 2021: $33,798,9032021Assets 2022: $59,610,939Liabilities 2022: $423Net Assets 2022: $59,610,5162022Assets 2023: $84,521,461Liabilities 2023: $0Net Assets 2023: $84,521,4612023Assets 2024: $96,828,039Liabilities 2024: $11,001Net Assets 2024: $96,817,0382024

Highlighted filing

2021

Assets$33,799,330
Liabilities$427
Net Assets$33,798,903
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

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

$40M$30M$20M$10M$0Revenue 2019: $11,953Expenses 2019: $11,953Net Income 2019: $02019Revenue 2020: $1,050,068Expenses 2020: $165,768Net Income 2020: $884,3002020Revenue 2021: $33,040,100Expenses 2021: $125,497Net Income 2021: $32,914,6032021Revenue 2022: $25,352,886Expenses 2022: $247,583Net Income 2022: $25,105,3032022Revenue 2023: $25,158,281Expenses 2023: $247,336Net Income 2023: $24,910,9452023Revenue 2024: $13,124,280Expenses 2024: $828,703Net Income 2024: $12,295,5772024

Highlighted filing

2021

Revenue$33,040,100
Expenses$125,497
Net Income$32,914,603
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXIS A AKREVice PresidentPT$25,000-$25,000
CHARLES T AKRE JRPres./Sec./Treas.-$0--
DEANNA S AKREVice President-$0--
THOMAS SB AKREVice President-$0--
ANDREW C AKREVice President-$0--
Filing and Contact Details

Filer

Filer Name
Sherwood Fund
EIN
84-3511408
Phone
5403268954
Address
PO BOX 1540, MIDDLEBURG, VA 20118

Signing Officer

Name
Charles T Akre
Title
President
Phone
5403268954
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Yount Hyde & Barbour Pc
Address
PO BOX 467, MIDDLEBURG, VA 20118
Preparer
Joshua C Kerr Hobert CPA
Phone
5406876381
Raw XML AppendixShowing 400 of 403 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES T AKRE JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt035000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt032951
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt055791
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt022807
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt033
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 467
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIDDLEBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020118
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0YOUNT HYDE & BARBOUR PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum05406876381
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0IN 2021, SHERWOOD CONTINUED WORKING WITH ITS ADVISORS TO FORMULATE PLANS FOR DIRECT CHARITABLE PROJECTS THAT WILL MAKE USE OF REAL ESTATE IN VIRGINIA WHICH WAS ACQUIRED ON 12/31/2021 BY DONATION. PROJECTS BEING CONSIDERED INVOLVE LOW-INCOME HOUSING, OFFICE SPACE FOR NON-PROFITS AND ENVIRONMENTAL CONSERVATION. THIS PLANNING IS A NECESSARY FIRST STEP IN DEVELOPING IMPACTFUL CHARITABLE PROJECTS AND SCALING SHERWOOD FUND'S OPERATIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0EXPLORATORY EXPENSES - ELDON FARMS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt020603
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt02211
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CHARLES T AKRE JR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DEANNA S AKRE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHARLES T AKRE JR
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1CHARLES T AKRE JR
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2CHARLES T AKRE JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 1540
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 1540
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2PO BOX 1540
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MIDDLEBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MIDDLEBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2MIDDLEBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020118
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd120118
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd220118
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02000000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt130000000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt21040000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt030000000
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11040000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0MEMBERSHIP INTEREST IN BRADDOCK PARTNERS, LP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1REAL ESTATE RAPPHANNOCK COUNTY VA (100% MEMBERSHIP INTEREST IN BLACK KETTLE LLC)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt016892
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt022521
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt05631
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BLACK KETTLE PROJECT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WORKERS COMP INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0647
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt119
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2255
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt285
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0647
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2340
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0629
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL LIABILITES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0427
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt062500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt062500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0CHARLES T AKRE JR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 1540
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MIDDLEBURG
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd020118
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt02388
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01910
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0478
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES T AKRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05403268954
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERWOOD FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0843511408
ReturnHeader/Filer/PhoneNum05403268954
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1540
ReturnHeader/Filer/USAddress/CityNm0MIDDLEBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541149263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNT HYDE & BARBOUR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 467
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLEBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020118
ReturnHeader/PreparerPersonGrp/PhoneNum05406876381
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA C KERR HOBERT CPA
ReturnHeader/ReturnTs02022-11-15T08:43:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AKRE

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,799,330
Liabilities
$427
Net assets
$33,798,903
Revenue
$33,040,100
Expenses
$125,497
Net income
$32,914,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$96.8$0.01$96.8$13.1$0.83$12.3
2023Detailed filing. Detailed filing data is available for this year.$84.5$0.00$84.5$25.2$0.25$24.9
2022Detailed filing. Detailed filing data is available for this year.$59.6$0.00$59.6$25.4$0.25$25.1
2021Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$33.0$0.13$32.9
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.05$0.17$0.88
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00