Civic Intelligence

Bruce & Anne Bundy Foundation Tr 113093 22114739

990PF • Fiscal year 2023 • EIN 94-6659802

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 08, 2024

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(213) 236-7327

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$117,405

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

51st percentile

3.8%

Faster asset growth than 51% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

53%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,474,215

Up $271,571 (+3.8%) from 2022

Net Assets

Up

$7,474,215

Up $271,571 (+3.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin81st percentile

Revenue

Up

$888,497

Up $306,379 (+53%) from 2022

Expenses

Down

$611,802

Down $17,906 (-2.8%) from 2022

Net Income

Up

$276,695

Up $324,285 (+681%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$10M$5.0M$0Assets 2011: $8,634,648Liabilities 2011: $02011Assets 2012: $8,292,709Liabilities 2012: $02012Assets 2013: $8,183,019Liabilities 2013: $02013Assets 2014: $8,147,369Liabilities 2014: $02014Assets 2015: $8,098,073Liabilities 2015: $02015Assets 2020: $7,196,508Liabilities 2020: $0Net Assets 2020: $7,196,5082020Assets 2021: $7,252,318Liabilities 2021: $0Net Assets 2021: $7,252,3182021Assets 2022: $7,202,644Liabilities 2022: $0Net Assets 2022: $7,202,6442022Assets 2023: $7,474,215Liabilities 2023: $0Net Assets 2023: $7,474,2152023Assets 2024: $7,582,577Liabilities 2024: $0Net Assets 2024: $7,582,5772024Assets 2025: $7,401,759Liabilities 2025: $0Net Assets 2025: $7,401,7592025

Highlighted filing

2023

Assets$7,474,215
Liabilities$0
Net Assets$7,474,215
Open 2023 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $302,261Expenses 2011: $480,837Net Income 2011: -$178,5762011Revenue 2012: $167,582Expenses 2012: $507,762Net Income 2012: -$340,1802012Revenue 2013: $383,399Expenses 2013: $492,065Net Income 2013: -$108,6662013Revenue 2014: $486,374Expenses 2014: $516,000Net Income 2014: -$29,6262014Revenue 2015: $472,034Expenses 2015: $517,509Net Income 2015: -$45,4752015Revenue 2020: $391,005Expenses 2020: $541,726Net Income 2020: -$150,7212020Revenue 2021: $630,372Expenses 2021: $572,728Net Income 2021: $57,6442021Revenue 2022: $582,118Expenses 2022: $629,708Net Income 2022: -$47,5902022Revenue 2023: $888,497Expenses 2023: $611,802Net Income 2023: $276,6952023Revenue 2024: $693,344Expenses 2024: $584,568Net Income 2024: $108,7762024Revenue 2025: $447,850Expenses 2025: $644,052Net Income 2025: -$196,2022025

Highlighted filing

2023

Revenue$888,497
Expenses$611,802
Net Income$276,695
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 8, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ACo-Trustee-$117,405-$117,405
DAVID NOSWORTHYCo-Trustee-$23,601-$23,601
WINNIFRED MARALD NOSWORTHYCo-Trustee-$13,757-$13,757
Filing and Contact Details

Filer

Filer Name
Bundy Foundation
EIN
94-6659802
Phone
2132367327
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
2132367327
Signed
2024-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt500191K609 AQR MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6025076845 AMERICAN CENTURY SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt709250J734 BLACKROCK EVENT DRIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt809260B374 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9256206103 DODGE COX INTERNATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10258620301 DOUBLELINE CORE FIX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11293792107 ENTERPRISE PRODS PAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1241665X859 HARTFORD SCHRODERS E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464285204 ISHARES GOLD TRUST E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464287176 ISHARES TIPS BOND ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15464287226 ISHARES CORE U.S. AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16464287473 ISHARES RUSSELL MIDC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17464287481 ISHARES RUSSELL MIDC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18552746356 MFS INTERNATIONAL GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19641233200 NEUBERGER BERMAN GEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20693390700 PIMCO TOTAL RETURN F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21693390841 P I M C O HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22704329200 PAYDEN LOW DURATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2372201F490 PIMCO INCOME FUND IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2474440B884 PGIM TOTAL RETURN BO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2589155H793 TOUCHSTONE MID CAP Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26921943858 VANGUARD FTSE DEVELO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27922031778 VANGUARD FIXED INC L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28922031836 VANGUARD SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3092835M414 ALPHASIMPLEX MGD FUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0142728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1235155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2102881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3140074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4210564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5357388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt626610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7254667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt845938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt995463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1026910
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1194835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1257053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13203672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14143627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15225202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1666023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17192096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18177964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19346859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20196368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21503250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2244844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23697209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24123570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25146385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0295056
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0595727
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-26
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-2260
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0890757
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-2260
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0888497
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0595727
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt038691
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0116072
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0154763
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0450000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0450000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0293877
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0295056
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0276695
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01503849
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0595727
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0773249
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0215
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0215
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-26
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-2286
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0257
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0489906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0116329
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0611802
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0889578
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0888497
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt039906
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0116329
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0161802
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02006-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31994-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92003-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102003-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152003-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162003-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-02-09

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,474,215
Liabilities
$0
Net assets
$7,474,215
Revenue
$888,497
Expenses
$611,802
Net income
$276,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.45$0.64$0.20
2024Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.69$0.58$0.11
2023Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.89$0.61$0.28
2022Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.58$0.63$0.05
2021Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.63$0.57$0.06
2020Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.39$0.54$0.15
2015Summary only. Only limited summary data is available for this year.$8.10$0.00$0.47$0.52$0.05
2014Summary only. Only limited summary data is available for this year.$8.15$0.00$0.49$0.52$0.03
2013Summary only. Only limited summary data is available for this year.$8.18$0.00$0.38$0.49$0.11
2012Summary only. Only limited summary data is available for this year.$8.29$0.00$0.17$0.51$0.34
2011Summary only. Only limited summary data is available for this year.$8.63$0.00$0.30$0.48$0.18