Civic Intelligence

David and Sylvia Weisz Family Foundation

990PF • Fiscal year 2013 • EIN 91-2172529

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization Profile
1901 Avenue Of The Stars Suite 61090067

(310) 284-8856

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

12th percentile

-32%

Higher net margin than 12% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

37th percentile

$20,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

21st percentile

-3.5%

Faster asset growth than 21% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$7,527,192

Down $273,403 (-3.5%) from 2012

Net Assets

Down

$7,507,192

Down $260,308 (-3.4%) from 2012

Liabilities

Down

$20,000

Down $13,095 (-40%) from 2012

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin12th percentile

Revenue

$822,019

No earlier filing loaded for comparison.

Expenses

Up

$1,082,327

Up $171,257 (+19%) from 2012

Net Income

-$260,308

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$15M$10M$5.0M$0Assets 2010: $9,426,145Liabilities 2010: $71,150Net Assets 2010: $9,354,9952010Assets 2011: $8,242,941Liabilities 2011: $27,000Net Assets 2011: $8,215,9412011Assets 2012: $7,800,595Liabilities 2012: $33,095Net Assets 2012: $7,767,5002012Assets 2013: $7,527,192Liabilities 2013: $20,000Net Assets 2013: $7,507,1922013Assets 2014: $7,178,488Liabilities 2014: $23,000Net Assets 2014: $7,155,4882014Assets 2015: $10,013,789Liabilities 2015: $28,368Net Assets 2015: $9,985,4212015Assets 2016: $8,825,340Liabilities 2016: $47,140Net Assets 2016: $8,778,2002016Assets 2017: $8,436,758Liabilities 2017: $58,123Net Assets 2017: $8,378,6352017Assets 2018: $8,498,914Liabilities 2018: $70,093Net Assets 2018: $8,428,8212018Assets 2019: $7,963,457Liabilities 2019: $148Net Assets 2019: $7,963,3092019Assets 2020: $7,698,288Liabilities 2020: $10,280Net Assets 2020: $7,688,0082020Assets 2021: $7,350,780Liabilities 2021: $6,613Net Assets 2021: $7,344,1672021Assets 2022: $7,255,233Liabilities 2022: $332Net Assets 2022: $7,254,9012022Assets 2023: $6,914,170Liabilities 2023: $6,551Net Assets 2023: $6,907,6192023Assets 2024: $6,826,224Liabilities 2024: $4,496Net Assets 2024: $6,821,7282024

Highlighted filing

2013

Assets$7,527,192
Liabilities$20,000
Net Assets$7,507,192
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $875,2932010Expenses 2011: $891,3122011Expenses 2012: $911,0702012Revenue 2013: $822,019Expenses 2013: $1,082,327Net Income 2013: -$260,3082013Revenue 2014: $577,728Expenses 2014: $929,432Net Income 2014: -$351,7042014Revenue 2015: $3,694,062Expenses 2015: $864,129Net Income 2015: $2,829,9332015Revenue 2016: -$434,602Expenses 2016: $772,619Net Income 2016: -$1,207,2212016Revenue 2017: $308,656Expenses 2017: $708,221Net Income 2017: -$399,5652017Revenue 2018: $482,778Expenses 2018: $432,592Net Income 2018: $50,1862018Revenue 2019: $264,980Expenses 2019: $730,492Net Income 2019: -$465,5122019Revenue 2020: $307,939Expenses 2020: $583,240Net Income 2020: -$275,3012020Revenue 2021: $241,963Expenses 2021: $585,804Net Income 2021: -$343,8412021Revenue 2022: $528,874Expenses 2022: $618,140Net Income 2022: -$89,2662022Revenue 2023: $267,447Expenses 2023: $614,729Net Income 2023: -$347,2822023Revenue 2024: $542,040Expenses 2024: $627,931Net Income 2024: -$85,8912024

Highlighted filing

2013

Revenue$822,019
Expenses$1,082,327
Net Income-$260,308
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAREY PEARLMANSecretaryPT$20,000-$20,000
JEREMY IRELANDAssist SecretaryPT$20,000-$20,000
JOHN CARROLLDirectorPT$20,000-$20,000
JENNIFER CARROLLDirectorPT$20,000-$20,000
SYLVIA WEISZChairman/Prsident-$0--
JAY H GRODINVP & Treasurer-$0--
JUDITH CARROLLVice President-$0--
KATHERINE IRELANDVice President-$0--
Filing and Contact Details

Filer

EIN
91-2172529
Phone
3102848856

Signing Officer

Name
Jay Grodin
Title
President
Phone
3102848856
Signed
2014-11-06
Discuss with paid preparer
Yes

Preparer

Preparer
Stanley B Schneider
Phone
3105520960
Raw XML AppendixShowing 400 of 1,365 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0144266
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-260308
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0451093
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0451093
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01416113
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt064452
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt064452
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt011320
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt011320
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0162208
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0328625
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt049289
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0198500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0198532
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08141
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt089312
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt097453
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0151984
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0151994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0588933
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0493394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01082327
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0822019
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0822019
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt072933
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0493394
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0566327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32007-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52002-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72008-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt047273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt223849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt346418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt420772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt527545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6192854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt720649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8609716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9202500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1047500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt227044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt314703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt537707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-5022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt77613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-9716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt948089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt109050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1133784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt227044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt314703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt537707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-5022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt77613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-9716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt948089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt109050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1133784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt046266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt250893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt361121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt421114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt565252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6187832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt728262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8600000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9250589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1056550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1133784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc045,000 VIRGINIA RES (CS #4547-5183)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11,327.0420 DOUBLELINE (CS #1719-9746)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21,000 BRISTOL MYERS (CS #1719-9746)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3500 CHEVRON (CS #1719-9746)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41,000 CISCO (CS #1719-9746)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51,000 COLGATE (CS #1719-9746)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc617,249.8070 DOUBLELINE (CS #1719-9746)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7500 JP MORGAN (CS #1719-9746)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8600,000 DOW CHEMICAL (MS #1455)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc98,100 PIMCO DYNAMIC (MS #1455)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101,900 PIMCO DYNAMIC (MS #1455)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0162208
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-260308
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07507192
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07767500
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07507192
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0743730
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0743730
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0743730
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0747016
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03286
IRS990PF/DistributableAmountGrp/TotalTaxAmt03286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt08500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06274

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,527,192
Liabilities
$20,000
Net assets
$7,507,192
Revenue
$822,019
Expenses
$1,082,327
Net income
-$260,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.82$0.54$0.63$0.09
2023Detailed filing. Detailed filing data is available for this year.$6.91$0.01$6.91$0.27$0.61$0.35
2022Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.25$0.53$0.62$0.09
2021Detailed filing. Detailed filing data is available for this year.$7.35$0.01$7.34$0.24$0.59$0.34
2020Detailed filing. Detailed filing data is available for this year.$7.70$0.01$7.69$0.31$0.58$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.26$0.73$0.47
2018Detailed filing. Detailed filing data is available for this year.$8.50$0.07$8.43$0.48$0.43$0.05
2017Detailed filing. Detailed filing data is available for this year.$8.44$0.06$8.38$0.31$0.71$0.40
2016Detailed filing. Detailed filing data is available for this year.$8.83$0.05$8.78$0.43$0.77$1.21
2015Detailed filing. Detailed filing data is available for this year.$10.0$0.03$9.99$3.69$0.86$2.83
2014Detailed filing. Detailed filing data is available for this year.$7.18$0.02$7.16$0.58$0.93$0.35
2013Detailed filing. Detailed filing data is available for this year.$7.53$0.02$7.51$0.82$1.08$0.26
2012Detailed filing. Detailed filing data is available for this year.$7.80$0.03$7.77$0.91
2011Detailed filing. Detailed filing data is available for this year.$8.24$0.03$8.22$0.89
2010Detailed filing. Detailed filing data is available for this year.$9.43$0.07$9.35$0.88