Civic Intelligence

Surf Point Foundation

990PF • Fiscal year 2022 • EIN 85-1573462

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 07, 2023

Organization Profile
PO Box 446York, ME 03909

(207) 774-0022

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

95th percentile

88%

Higher net margin than 95% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

44th percentile

$127,330

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

89th percentile

34%

Faster asset growth than 89% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-69%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$13,353,550

Up $3,423,647 (+34%) from 2021

Net Assets

Up

$13,344,816

Up $3,416,513 (+34%) from 2021

Liabilities

Up

$8,734

Up $7,134 (+446%) from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin95th percentile

Revenue

Down

$3,887,312

Down $8,569,515 (-69%) from 2021

Expenses

Up

$470,799

Up $279,040 (+146%) from 2021

Net Income

Down

$3,416,513

Down $8,848,555 (-72%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$20M$15M$10M$5.0M$0Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $9,929,903Liabilities 2021: $1,600Net Assets 2021: $9,928,3032021Assets 2022: $13,353,550Liabilities 2022: $8,734Net Assets 2022: $13,344,8162022Assets 2023: $14,705,171Liabilities 2023: $128Net Assets 2023: $14,705,0432023Assets 2024: $16,265,600Liabilities 2024: $3,313Net Assets 2024: $16,262,2872024

Highlighted filing

2022

Assets$13,353,550
Liabilities$8,734
Net Assets$13,344,816
Open 2022 Filing

Operations Trend

Revenue Growth7th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $12,456,827Expenses 2021: $191,759Net Income 2021: $12,265,0682021Revenue 2022: $3,887,312Expenses 2022: $470,799Net Income 2022: $3,416,5132022Revenue 2023: $248,422Expenses 2023: $488,751Net Income 2023: -$240,3292023Revenue 2024: $791,044Expenses 2024: $579,231Net Income 2024: $211,8132024

Highlighted filing

2022

Revenue$3,887,312
Expenses$470,799
Net Income$3,416,513
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
YAEL REINHARZExecutive DirectorFT$120,123$7,207$127,330
LISA FISCHMANPresident-$0--
PETER PITEGOFFSecretary-$0--
JENNIFER RITVO HUGHESTreasurer-$0--
ELLEN GOLDENVice President-$0--
CHRISTA BLATCHFORDDirector-$0--
MYRON BEASLEYDirector-$0--
NIKKI YANOKDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,446
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid GrantTEMPESTT HAZELARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid GrantTRAN VU ARTSARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid GrantTYRONE MITCHELLARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTIST HONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTIST HONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTIST HONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid GrantBEA WOLERT STUDIO LLCARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,300
Paid Grant-ARTISTHONORARIUMIYORK, ME, US$1,254
Paid Grant-ARTIST HONORARIUMIYORK, ME, US$650
Paid GrantINDIGO ARTS ALLIANCEGENERAL SUPPORTPCPORTLAND, ME, US$500
Filing and Contact Details

Filer

Filer Name
Surf Point Foundation
EIN
85-1573462
Phone
2077740022
Address
PO BOX 446, YORK, ME 03909

Signing Officer

Name
Yeal Reinharz
Title
Executive Director
Phone
2077740022
Signed
2023-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Bruce A Bachelder CPA
Address
285 Biscay Road, Damariscotta, ME 04543
Preparer
Bruce A Bachelder CPA
Phone
2075637540
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43995 PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44485 REPUBLIC SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm452655 FOSSIL FUEL FREE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46240 THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47945 TJX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48450 T-MOBILE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49310 UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50320 UNITED HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm517883 VERSUS CAPITAL RE INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm528786 VERSUS CAPITAL REAL ASSETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53325 VISA
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0100008
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt086489
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0569405
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0523003
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0136525
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt051475
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0188000
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0188000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt05215
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05215
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05214
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt014144
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0144734
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt06006
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0114117
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06006
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0120123
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt041550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt041550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03873360
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt028817
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0136525
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0136525
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0136525
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03416513
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03605715
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt046060
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt046060
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt051475
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04691
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04691
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-175124
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0144735
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt038827
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt038827
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt032158
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt032158
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035327
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035368
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01076
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt024304
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt07750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt024304
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt033554
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt01823
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt034635
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01823
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt036458
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0459
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt044198
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0459
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt074940
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0182585
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt037851
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0368637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt037850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0470799
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0182585
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03887312
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt037851
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0327087
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt037850
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0429249
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt010169
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92021-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212022-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242017-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292021-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342018-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372021-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382021-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422021-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432018-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442021-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472018-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492018-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt510

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,353,550
Liabilities
$8,734
Net assets
$13,344,816
Revenue
$3,887,312
Expenses
$470,799
Net income
$3,416,513
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.79$0.58$0.21
2023Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.25$0.49$0.24
2022Detailed filing. Detailed filing data is available for this year.$13.4$0.01$13.3$3.89$0.47$3.42
2021Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$12.5$0.19$12.3
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00