Civic Intelligence

Danford Foundation

990PF • Fiscal year 2021 • EIN 94-2819322

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

Organization Profile
990 Industrial Road 206San Carlos, CA 94070

(650) 482-3082

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

86th percentile

57%

Higher net margin than 86% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

38th percentile

$100,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

133%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$14,759,436

Up $1,972,323 (+15%) from 2020

Net Assets

Up

$14,746,727

Up $1,959,814 (+15%) from 2020

Liabilities

Up

$12,709

Up $12,509 (+6255%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin86th percentile

Revenue

Up

$3,425,065

Up $1,956,776 (+133%) from 2020

Expenses

Up

$1,465,251

Up $284,576 (+24%) from 2020

Net Income

Up

$1,959,814

Up $1,672,200 (+581%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2012: $14,120,677Liabilities 2012: $2632012Assets 2013: $13,827,238Liabilities 2013: $8342013Assets 2014: $13,377,999Liabilities 2014: $02014Assets 2015: $13,167,267Liabilities 2015: $14,370Net Assets 2015: $13,152,8972015Assets 2016: $12,577,649Liabilities 2016: -$17,537Net Assets 2016: $12,595,1862016Assets 2017: $12,092,805Liabilities 2017: $200Net Assets 2017: $12,092,6052017Assets 2018: $12,017,650Liabilities 2018: $14,362Net Assets 2018: $12,003,2882018Assets 2019: $12,511,290Liabilities 2019: $11,991Net Assets 2019: $12,499,2992019Assets 2020: $12,787,113Liabilities 2020: $200Net Assets 2020: $12,786,9132020Assets 2021: $14,759,436Liabilities 2021: $12,709Net Assets 2021: $14,746,7272021Assets 2022: $15,157,600Liabilities 2022: $200Net Assets 2022: $15,157,4002022Assets 2023: $15,534,095Liabilities 2023: $200Net Assets 2023: $15,533,8952023Assets 2024: $15,634,837Liabilities 2024: $200Net Assets 2024: $15,634,6372024

Highlighted filing

2021

Assets$14,759,436
Liabilities$12,709
Net Assets$14,746,727
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $606,907Expenses 2012: $889,791Net Income 2012: -$282,8842012Revenue 2013: $648,273Expenses 2013: $942,283Net Income 2013: -$294,0102013Revenue 2014: $551,368Expenses 2014: $999,715Net Income 2014: -$448,3472014Revenue 2015: $848,849Expenses 2015: $1,073,951Net Income 2015: -$225,1022015Revenue 2016: $613,574Expenses 2016: $1,155,925Net Income 2016: -$542,3512016Revenue 2017: $579,199Expenses 2017: $1,077,361Net Income 2017: -$498,1622017Revenue 2018: $1,074,855Expenses 2018: $1,162,674Net Income 2018: -$87,8192018Revenue 2019: $1,725,454Expenses 2019: $1,229,443Net Income 2019: $496,0112019Revenue 2020: $1,468,289Expenses 2020: $1,180,675Net Income 2020: $287,6142020Revenue 2021: $3,425,065Expenses 2021: $1,465,251Net Income 2021: $1,959,8142021Revenue 2022: $1,517,498Expenses 2022: $1,440,979Net Income 2022: $76,5192022Revenue 2023: $2,095,461Expenses 2023: $1,718,966Net Income 2023: $376,4952023Revenue 2024: $1,861,909Expenses 2024: $1,585,148Net Income 2024: $276,7612024

Highlighted filing

2021

Revenue$3,425,065
Expenses$1,465,251
Net Income$1,959,814
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George A FisherCFO/SecretaryPT$100,000-$100,000
Ted J HannigPresidentPT$100,000-$100,000
Filing and Contact Details

Filer

Filer Name
Danford Foundation
EIN
94-2819322
Phone
6504823082
Address
990 Industrial Road 206, San Carlos, CA 94070

Signing Officer

Name
George A Fisher
Title
Treasurer
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
FISHER & HO CPAs
Address
510 San Mateo Ave, San Bruno, CA 94066
Preparer
George A Fisher
Phone
6505832905
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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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE PRIMARY AND SPECIFIC PURPOSE FOR WHICH THE FOUNDATION WAS FORMED IS TO RECEIVE AND ADMINISTER FUNDS FOR SCIENTIFIC, EDUCATIONAL AND CHARITABLE PURPOSES IN THE PUBLIC WELFARE PARTICULARILY IN THE NORTHERN CALIFORNIA AREA.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122000-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132009-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142000-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0160712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt163438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt331495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt426475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5173726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt641922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt794011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt897324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9187219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10254466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1127937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1228061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13255516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0234199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1909542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3394493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt440808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt58540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt672408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7294809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8250104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9100263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1039024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11287162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt129229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1329487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1421481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0234199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1909542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3394493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt440808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt58540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt672408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7294809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8250104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9100263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1039024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11287162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt129229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1329487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1421481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0394911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1972980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3425988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt467283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5182266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6114330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7388820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8347428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9287482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10293490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11315099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1237290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13285003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1422688
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/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc05000 KMPR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15000 UNP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2.5252 VTRS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33432 AA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc44000 BAYRY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53000 BMY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61285 CVX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc78801 COP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc86035 HES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MOT 2433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PFE 8400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PSX 4400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VTRS 2084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13AGG 2500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14PERSPECTA 773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142021-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02691550
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01959814
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt014746727
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012786913
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014746727
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01037680
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01037680
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01037680
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01081117
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt043437
IRS990PF/DistributableAmountGrp/TotalTaxAmt043437
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt031094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt043437
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt043437
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt043437
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt012509
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt031094
IRS990PF/FMVAssetsEOYAmt022333740
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt087670
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt070113
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt089707
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt089707
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0185406
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0185406
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0212250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03819552
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02631553
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09937578
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt06000000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt06000000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt06000000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01329636
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05035290
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05249561
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt012509
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt06094
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt012786913
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt014746727
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01170530
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0622089
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0622089
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012787113
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014759436
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt022333740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt012709
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012787113
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014759436
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012786913
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014746727
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0118112
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0195391
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0222555
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt021951617
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01552754
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020398863
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0329274
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01081117
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt021622343
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt021951617
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE

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Filings

Displayed year

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

Open filing
Assets
$14,759,436
Liabilities
$12,709
Net assets
$14,746,727
Revenue
$3,425,065
Expenses
$1,465,251
Net income
$1,959,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$1.86$1.59$0.28
2023Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$2.10$1.72$0.38
2022Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.52$1.44$0.08
2021Detailed filing. Detailed filing data is available for this year.$14.8$0.01$14.7$3.43$1.47$1.96
2020Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$1.47$1.18$0.29
2019Detailed filing. Detailed filing data is available for this year.$12.5$0.01$12.5$1.73$1.23$0.50
2018Detailed filing. Detailed filing data is available for this year.$12.0$0.01$12.0$1.07$1.16$0.09
2017Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.58$1.08$0.50
2016Detailed filing. Detailed filing data is available for this year.$12.6$0.02$12.6$0.61$1.16$0.54
2015Detailed filing. Detailed filing data is available for this year.$13.2$0.01$13.2$0.85$1.07$0.23
2014Summary only. Only limited summary data is available for this year.$13.4$0.00$0.55$1.00$0.45
2013Summary only. Only limited summary data is available for this year.$13.8$0.00$0.65$0.94$0.29
2012Summary only. Only limited summary data is available for this year.$14.1$0.00$0.61$0.89$0.28