Civic Intelligence

Dr and Mrs Bernhard Boecker Foundation Charitable Trust

990PF • Fiscal year 2021 • EIN 86-6473047

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 16, 2022

Organization Profile
901 Ridgewood AveVenice, FL 34285

(941) 484-3000

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

40th percentile

$48,536

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

$5,589,856

No earlier filing loaded for comparison.

Net Assets

$5,589,856

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin98th percentile

Revenue

$5,837,893

No earlier filing loaded for comparison.

Expenses

$266,561

No earlier filing loaded for comparison.

Net Income

$5,571,332

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2021: $5,589,856Liabilities 2021: $0Net Assets 2021: $5,589,8562021Assets 2022: $5,756,800Liabilities 2022: $0Net Assets 2022: $5,756,8002022Assets 2023: $5,475,802Liabilities 2023: $12023

Highlighted filing

2021

Assets$5,589,856
Liabilities$0
Net Assets$5,589,856
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2021: $5,837,893Expenses 2021: $266,561Net Income 2021: $5,571,3322021Revenue 2022: $595,882Expenses 2022: $426,776Net Income 2022: $169,1062022Revenue 2023: $112,276Expenses 2023: $399,247Net Income 2023: -$286,9712023

Highlighted filing

2021

Revenue$5,837,893
Expenses$266,561
Net Income$5,571,332
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 16, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELSBETH WASKOMTrusteePT$48,536-$48,536
Filing and Contact Details

Filer

Filer Name
Dr & Mrs Bernhard Boecker Foundation
EIN
86-6473047
Phone
9414843000
Address
901 RIDGEWOOD AVE, VENICE, FL 34285

Signing Officer

Name
Elsbeth Waskom
Title
Trustee
Signed
2022-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Robinson Gruters and Roberts
Address
133 Harbor Dr S, Venice, FL 34285
Preparer
Donna M Roberts
Phone
9414887794
Raw XML AppendixShowing 400 of 1,111 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.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AMERICAN EXPRESS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CITIGROUP INC FIX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BANK OF NY MELLON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3OWL ROCK CAPITAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5BAIN CAPITAL SPEC FIN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6PROSPECT CAP CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7OAKTREE SPEC LENDING
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8BP CAPITAL MKTS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9SVB FIN GRP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10SOUTHWESTERN ELEC PWR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11FS KKR CAP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12EPR PROPERTIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13CITRIX SYSTEMS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14BIOGEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15PHILLIPS 66
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16JP MORGAN CHASE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17AON CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18BANK OF AMERICA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19ARES CAPITAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20ANHEUSER-BUSCH INBEV FIN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt019648
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt113015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt213277
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3102920
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt414187
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt597507
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt699685
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt799207
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt813986
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt999732
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10109751
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1199330
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12100592
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13101446
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1498176
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1596128
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1620194
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1796683
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1896069
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1997612
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2012071
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt019812
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt112918
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt213124
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3103632
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt414064
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt597247
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt699893
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt799287
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt813975
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9100106
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10110687
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1199578
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12101015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13101543
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1498579
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1596344
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1620236
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1797332
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1898700
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1998432
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2012593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt096291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1112222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt425124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt967236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1072487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1114201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1333095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt161837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1782399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt199355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt202067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2126746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt227708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2312234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt242511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt252713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt264762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt272356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt282319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt296284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt304761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3118690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt332714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt344700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3539951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36106494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3710401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt382475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt396654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt408375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt412488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt425764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt434129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt444562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4511671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4610482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4794005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt488682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt492512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5012405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5110290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt521445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5312491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt543793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5542714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt562680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5744294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt581831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5966318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt606270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6110096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6218918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6373928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6419733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6579953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt664415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6728756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt685459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt697002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt705008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt711419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt721524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt732848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt743378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt751602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt762335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt771564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7810068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt799349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt802776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8115648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt822913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt832560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt847878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt855134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt861237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt873141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt882991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt894574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt902756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt911850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt921377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt932694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt942965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt955954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt961577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt976740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt982466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt995363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1002081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101101499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1021837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1032065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1041730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1052480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1062030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1072829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1089839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1091210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1108410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1111825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1124636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1132755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11453219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1155214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1165291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11722767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1181686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1199444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12015383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1215081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12211589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12383062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12410804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1256170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12633434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1275911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1287936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1291303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1303352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1314397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1323508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt133113893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1342133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135109170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1361528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1378664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1384295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1391912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14018605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1411962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1429272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1432674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1441617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145115560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1462472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1473272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1486766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14920419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15010446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1513254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1523828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15371838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1542639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1552213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1564058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1572287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1582779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1598936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16025693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1616926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1623692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1636324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1643415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1657249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1662492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1677963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1687233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1691582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1703934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1713472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1723222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1737698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17491804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1752512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1762116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17723360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1781865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1795205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1804568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1812364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182130043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1833316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1843918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1856621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1864607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1876130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18832335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1896556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1904221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1913058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1922767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19316188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1949784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19548233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19611505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1971102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19820653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1992383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2005249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2014035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20219942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2036593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0168888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1203100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt314177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt425183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt73046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9100219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10147749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1117362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1333343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt146027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt152047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt161868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17132202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt182284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1911125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt202680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2136757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt229284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2315127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt242494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt253050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt268007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt272268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt282560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt296260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt304910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3119734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt323681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt332399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt343230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3560396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36116969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt379866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt382430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt398464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt406470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt412699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt426993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt433674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt445761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4514512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt468696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47121144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt489493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt492271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5011022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5113642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt521506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5312529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt543556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5553832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt562329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5742861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt581506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59115794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt606839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6112366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6233805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6398396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6445964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65104969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt666218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6755782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt685976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt696591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt706293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt711359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt721647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt733905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt743861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt751830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt761791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt771613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7810148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt799640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt803224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8116065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt823518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt832999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt848216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt856396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt862370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt872952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt883889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt894639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt902428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt911605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt921473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt932881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt942927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt959648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt961312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt978182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt982949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt995474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1002963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101166109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1021983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1032013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1041781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1052217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1061899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1073244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10811312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1091456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1108233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1111980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1125532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1133591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114158190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1156263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1165792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11723037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1181578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11910366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12039658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1215477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12211139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123134035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12411436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1255937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12645403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1277030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1289325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1291902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1304289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1315194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1324217

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,589,856
Liabilities
$0
Net assets
$5,589,856
Revenue
$5,837,893
Expenses
$266,561
Net income
$5,571,332
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.48$0.00$0.11$0.40$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.00$5.76$0.60$0.43$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$5.84$0.27$5.57
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $5M-$10M nonprofits