Civic Intelligence

Twiford Foundation

990PF • Fiscal year 2020 • EIN 86-0938381

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
3219 E Camelback Rd No 575Phoenix, AZ 85018

(480) 329-8672

Siviq Scores

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

Liabilities / Assets

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

1.51x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

11th percentile

-54%

Higher net margin than 11% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

62nd percentile

$186,244

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 84.2% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

31st percentile

-0.0%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$12,834,897

Down $2,851 (-0.0%) from 2019

Net Assets

$12,500,284

No earlier filing loaded for comparison.

Liabilities

Up

$334,613

Up $117,050 (+54%) from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin11th percentile

Revenue

Down

$221,273

Down $155,840 (-41%) from 2019

Expenses

Down

$341,174

Down $3,619,022 (-91%) from 2019

Net Income

Up

-$119,901

Up $3,463,182 (+97%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$15M$10M$5.0M$0Assets 2011: $4,252,008Liabilities 2011: $02011Assets 2012: $4,886,107Liabilities 2012: $02012Assets 2013: $6,287,291Liabilities 2013: $02013Assets 2014: $8,063,365Liabilities 2014: $02014Assets 2015: $11,872,103Liabilities 2015: $02015Assets 2019: $12,837,748Liabilities 2019: $217,5632019Assets 2020: $12,834,897Liabilities 2020: $334,613Net Assets 2020: $12,500,2842020Assets 2021: $12,877,542Liabilities 2021: $343,246Net Assets 2021: $12,534,2962021Assets 2022: $13,401,660Liabilities 2022: $380,658Net Assets 2022: $13,021,0022022Assets 2023: $13,742,687Liabilities 2023: $429,148Net Assets 2023: $13,313,5392023Assets 2024: $12,691,146Liabilities 2024: $633,071Net Assets 2024: $12,058,0752024

Highlighted filing

2020

Assets$12,834,897
Liabilities$334,613
Net Assets$12,500,284
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $665,245Expenses 2011: $583,730Net Income 2011: $81,5152011Revenue 2012: $1,196,952Expenses 2012: $608,246Net Income 2012: $588,7062012Revenue 2013: $2,038,138Expenses 2013: $636,954Net Income 2013: $1,401,1842013Revenue 2014: $995,759Expenses 2014: $872,317Net Income 2014: $123,4422014Revenue 2015: $4,378,032Expenses 2015: $569,294Net Income 2015: $3,808,7382015Revenue 2019: $377,113Expenses 2019: $3,960,196Net Income 2019: -$3,583,0832019Revenue 2020: $221,273Expenses 2020: $341,174Net Income 2020: -$119,9012020Revenue 2021: $427,331Expenses 2021: $393,319Net Income 2021: $34,0122021Revenue 2022: $969,094Expenses 2022: $482,388Net Income 2022: $486,7062022Revenue 2023: $816,128Expenses 2023: $523,591Net Income 2023: $292,5372023Revenue 2024: -$640,729Expenses 2024: $614,735Net Income 2024: -$1,255,4642024

Highlighted filing

2020

Revenue$221,273
Expenses$341,174
Net Income-$119,901
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN M RUNNINGPresident/Secretary/Exec.DFT$153,000$33,244$186,244
THERESA H EHRENREICHVice President/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMANHATTAN SCHOOL OF MUSICL. JOHN TWIFORD VIOLIN SCHOLARSHIP & GLEN K. TWIFORD PIANO SCHOLARSHIPPCNEW YORK, NY, US$30,000
Paid GrantUCLA HERB ALPERT SCHOOL OF MUSICINSTRUMENT MAINTENANCE FUNDGOVLOS ANGELES, CA, US$15,000
Paid GrantTHE PHOENIX ZOOFOOD FOR CURASSOW & OTHER BIRD MAINTENANCEPCPHOENIX, AZ, US$6,000
Paid GrantVERITAS PREPARATORY ACADEMYLUND CENTER PROJECTSPCPHOENIX, AZ, US$2,000
Filing and Contact Details

Filer

Filer Name
Twiford Foundation
EIN
86-0938381
Phone
4803298672
Address
3219 E CAMELBACK RD NO 575, PHOENIX, AZ 85018

Signing Officer

Name
Lynn M Running
Title
Executive Director
Phone
6029572004
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
2355 E CAMELBACK RD STE 900, PHOENIX, AZ 85016-9065
Preparer
Brenda Ann Blunt CPA
Phone
4803151040
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CD CATHAY BANK (149159PK5) LOS ANGELES, CA 01.600% FEB 26 2021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CD BMO HARRIS BK NATL NA (05581W6M2) CHICAGO, IL 01.300% MAR 31 2021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CD CAPITAL ONE BK (USA) (14042TBM8) GLEN ALLEN, VA 02.100% AUG 09 2021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CD SALLIE MAE BANK (7954504H5) SALT LAKE CITY, UT 01.950% SEP 26 2022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CD GOLDMAN SACHS BK USA (38149MJC8) NEW YORK, NY 01.750% NOV 01 2021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CD BMW BK OF NORTH AMER (05580ASY1) SALT LAKE CITY, UT 01.650% NOV 15 2021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CD WELLS FARGO NATL BK W (949495AH8) LAS VEGAS, NV 01.750% JUN 30 2021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CD SALLIE MAE BANK (7954506A8) SALT LAKE CITY, UT 01.750% JAN 24 2022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CD COMENITY BANK (20036NEC5) WILMINGTON, DE 02.500% JUN 07 2021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES RUSSELL 1000 (464287614) GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ISHARES EXPANDED (464287515) TECH-SOFTWARE SECTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ISHARES PHLX (464287523) SEMICONDUCTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES RUSSELL MIDCAP (464287481) GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SCHWAB US DIVIDEND EQTY (808524797)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VANGUARD SMALL CAP VALUE (922908611) ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD VALUE ETF (922908744)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD INFORMATION (92204A702) TECH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19VANGUARD DIVIDEND (921908844) APPRECIATION ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FIRST TRUST DOW JONES (33733E302) INTERNET INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD MID-CAP VAL IDX (922908512)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22INVESCO AEROSPACE AND (46137V100) DEFENSE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ISHARES MBS ETF (464288588)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24ISHARES IBOXX$ HIGH YIEL (464288513) CORPORATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ISHARES JP MORGAN EM BON (464288281)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26SPDR BLMBRG BARCLAYS (78464A359) CONV SECURITIES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ISHARES S&P SMALLCAP 600 (464287887) GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28ISHARES EDGE MSCI (46432F339) USA QUALITY FACTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29SCHWAB U.S. TIPS ETF (808524870)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30VANGUARD WORLD FD SHS (921910733) ESG US STK FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31VANGUARD INTERNATIONAL (921946810) DIVIDEND APPRECIATION INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32ISHARES CORE 1-5 YEAR (46432F859) USD BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33ISHARES MSCI INTL QUALIT (46434V456) FACTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34SPDR GOLD TRUST (78463V107)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0594013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1101841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2195478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3200626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4202518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt551613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6202846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7202800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8201712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt955991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10101073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11276829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12164657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13174423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14222340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1570939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1687317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17232805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18145408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19292081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20146439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21163570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22117884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2374888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2476038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2576153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26221794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27142040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28192095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29101377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30116482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3158031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3275136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3358554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34153211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0275536
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-166526
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0112263
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0221273
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0221273
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0137700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015300
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0153000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt053000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt053000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0275536
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0275536
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-119901
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05765726
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01549
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01549
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-166526
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0283215
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt022753
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02421
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025174
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt093153
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0112263
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt061388
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt063938
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt029920
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt03324
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt033244
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt09777
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01482
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011259
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0255700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt085474
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0341174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0368689
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0221273
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0202700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt085474
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0288174
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02350138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13582114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-238662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt172136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-238662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02111476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13654250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES`
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-166526
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-119901
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012500284
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012620185
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012500284
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0591558
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0591558
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0591558
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0595495
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03937
IRS990PF/DistributableAmountGrp/TotalTaxAmt03937
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,834,897
Liabilities
$334,613
Net assets
$12,500,284
Revenue
$221,273
Expenses
$341,174
Net income
-$119,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.63$12.1$0.64$0.61$1.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.43$13.3$0.82$0.52$0.29
2022Detailed filing. Detailed filing data is available for this year.$13.4$0.38$13.0$0.97$0.48$0.49
2021Detailed filing. Detailed filing data is available for this year.$12.9$0.34$12.5$0.43$0.39$0.03
2020Detailed filing. Detailed filing data is available for this year.$12.8$0.33$12.5$0.22$0.34$0.12
2019Summary only. Only limited summary data is available for this year.$12.8$0.22$0.38$3.96$3.58
2015Summary only. Only limited summary data is available for this year.$11.9$0.00$4.38$0.57$3.81
2014Summary only. Only limited summary data is available for this year.$8.06$0.00$1.00$0.87$0.12
2013Summary only. Only limited summary data is available for this year.$6.29$0.00$2.04$0.64$1.40
2012Summary only. Only limited summary data is available for this year.$4.89$0.00$1.20$0.61$0.59
2011Summary only. Only limited summary data is available for this year.$4.25$0.00$0.67$0.58$0.08