Civic Intelligence

Aldrich Foundation

990PF • Fiscal year 2024 • EIN 87-3136736

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 03, 2025

Organization Profile
1200 Morris Turnpike 3005Short Hills, NJ 07078

(201) 874-1257

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2024 filings • NTEE T20 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

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

2024 filings • NTEE T • $25M-$50M nonprofits • Source year 2024

Net Margin

3rd percentile

-375%

Higher net margin than 3% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$87,460

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2024 filings • NTEE T20 • $25M-$50M nonprofits • Source year 2024

Asset Growth

6th percentile

-8.6%

Faster asset growth than 6% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

20%

Faster revenue growth than 39% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$25,872,068

Down $2,429,802 (-8.6%) from 2023

Net Assets

Down

$25,872,068

Down $2,429,802 (-8.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin3rd percentile

Revenue

Up

$1,044,368

Up $176,444 (+20%) from 2023

Expenses

Up

$4,963,084

Up $3,530,392 (+246%) from 2023

Net Income

Down

-$3,918,716

Down $3,353,948 (-594%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$30M$20M$10M$0Assets 2021: $29,955,647Liabilities 2021: $1Net Assets 2021: $29,955,6472021Assets 2022: $27,074,475Liabilities 2022: $1Net Assets 2022: $27,074,4752022Assets 2023: $28,301,870Liabilities 2023: $1Net Assets 2023: $28,301,8702023Assets 2024: $25,872,068Liabilities 2024: $0Net Assets 2024: $25,872,0682024

Highlighted filing

2024

Assets$25,872,068
Liabilities$0
Net Assets$25,872,068
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2021: $30,000,147Expenses 2021: $44,500Net Income 2021: $29,955,6472021Revenue 2022: $186,599Expenses 2022: $2,509,860Net Income 2022: -$2,323,2612022Revenue 2023: $867,924Expenses 2023: $1,432,692Net Income 2023: -$564,7682023Revenue 2024: $1,044,368Expenses 2024: $4,963,084Net Income 2024: -$3,918,7162024

Highlighted filing

2024

Revenue$1,044,368
Expenses$4,963,084
Net Income-$3,918,716
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 3, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLINE BLAKEPresidentFT$81,286$6,174$87,460
WILLIAM A GREENE IIIBoard Chair, Secretary And Treasurer-$0--
CHRISTINE O GREENEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Aldrich Foundation
EIN
87-3136736
Phone
2018741257
Address
1200 MORRIS TURNPIKE 3005, SHORT HILLS, NJ 07078

Signing Officer

Name
Caroline Blake
Title
President
Phone
2018741257
Signed
2025-04-03
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
20 COMMERCE DRIVE SUITE 301, CRANFORD, NJ 07016-3618
Preparer
Scott a Brown
Phone
9082726200
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES CORE S&P SMALL-CAP ETF (IJR) 706 SHARES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MATERIALS SELECT SECTOR SPDR (ETF) 156 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SCHWAB INTL EQUITY ETF (SCHF) 10,712 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8SPDR GOLD SHARES ETF (GLD) 4,221 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9TECHNOLOGY SELECT SECTOR SPDR ETF (XLK) 349 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD INTERMEDIATE TERM INV GD FD ADMIRAL (VFIDX) 70,380 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD INTERM-TERM TRSRY INDEX FD CL ADMIRAL (VSIGX) 22,370 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD MORTGAGE BACKED SECURITIES ETF (VMBS) 15,750 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD SHORT-TERM CORP BD IDX ADMIRAL (VSCSX) 38,940 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD ULTRA-SHORT TERM BOND FUND CLASS ADMIRAL (VUSFX) 13,711 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt045767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2266841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt388169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt481345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt571275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt613126
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7198172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81022031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt981149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10602452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11438228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12714105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13827089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14274635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0958409
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt064107
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt021852
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01044368
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01044368
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt024091
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt024091
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt064107
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt077222
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04064
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt081286
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04697503
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04697503
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0958409
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0958409
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3918716
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0817762
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt021852
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt021852
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0671
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0671
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt064107
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0951143
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt011730
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0617
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt012347
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08970
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0245
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09215
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt021600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt085337
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0106937
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt016939
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0892
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt017831
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02070
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04859859
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt093225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04963084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01044368
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01044368
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0162356
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt093225
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0265581
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01133
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0753655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt064107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt064107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0817762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt064107
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3918716
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01488914
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt025872068
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028301870
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt025872068
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01400643
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01400643
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01400643
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01413864
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013221
IRS990PF/DistributableAmountGrp/TotalTaxAmt013221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015546
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015546
IRS990PF/FMVAssetsEOYAmt025872068
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01503771
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01665381
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01665381
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09907547
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011229868
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011229868
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt028301870
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt025872068
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04872763
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04747837
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04747837
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06205587
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05022786
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05022786
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028301870
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt025872068
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt025872068
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt028301870
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt025872068
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt028301870
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt025872068
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt05812202
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03206196
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03206196
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt028707892
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08813964
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019893928
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0430618
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01413864
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt028277274
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt028707892
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0UBS FINANCIAL SERVICES INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt085337
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0184 LIBERTY CORNER ROAD STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WARREN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd007059
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,872,068
Liabilities
$0
Net assets
$25,872,068
Revenue
$1,044,368
Expenses
$4,963,084
Net income
-$3,918,716
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$1.04$4.96$3.92
2023Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$0.87$1.43$0.56
2022Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$0.19$2.51$2.32
2021Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$30.0$0.04$30.0