Civic Intelligence

Robert J and Claire Pasarow Foundation

990PF • Fiscal year 2015 • EIN 95-4079676

Nov 01, 2014 to Oct 31, 2015 • Filed on Mar 01, 2016

Organization Profile
C/O 3029 Wilshire Blvd Ste 200Santa Monica, CA 90403

(310) 828-7547

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

72nd percentile

7.4%

Faster asset growth than 72% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

9.5%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,412,588

Up $165,723 (+7.4%) from 2014

Net Assets

Up

$2,412,588

Up $165,723 (+7.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin96th percentile

Revenue

Up

$194,393

Up $16,822 (+9.5%) from 2014

Expenses

Down

$29,936

Down $13,204 (-31%) from 2014

Net Income

Up

$164,457

Up $30,026 (+22%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,984,450Liabilities 2010: $0Net Assets 2010: $1,984,4502010Assets 2011: $1,732,421Liabilities 2011: $0Net Assets 2011: $1,732,4212011Assets 2012: $2,188,212Liabilities 2012: $12012Assets 2013: $2,123,409Liabilities 2013: $0Net Assets 2013: $2,123,4092013Assets 2014: $2,246,865Liabilities 2014: $0Net Assets 2014: $2,246,8652014Assets 2015: $2,412,588Liabilities 2015: $0Net Assets 2015: $2,412,5882015Assets 2016: $2,448,844Liabilities 2016: $0Net Assets 2016: $2,448,8442016Assets 2017: $2,488,558Liabilities 2017: $0Net Assets 2017: $2,488,5582017Assets 2018: $2,425,097Liabilities 2018: $0Net Assets 2018: $2,425,0972018Assets 2019: $2,450,875Liabilities 2019: $0Net Assets 2019: $2,450,8752019Assets 2020: $2,374,732Liabilities 2020: $0Net Assets 2020: $2,374,7322020Assets 2021: $2,445,654Liabilities 2021: $0Net Assets 2021: $2,445,6542021Assets 2022: $2,454,210Liabilities 2022: $0Net Assets 2022: $2,454,2102022Assets 2023: $2,270,804Liabilities 2023: $0Net Assets 2023: $2,270,8042023Assets 2024: $2,387,471Liabilities 2024: $0Net Assets 2024: $2,387,4712024

Highlighted filing

2015

Assets$2,412,588
Liabilities$0
Net Assets$2,412,588
Open 2015 Filing

Operations Trend

Revenue Growth65th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $170,1572010Expenses 2011: $214,0392011Revenue 2012: $683,695Expenses 2012: $227,877Net Income 2012: $455,8182012Expenses 2013: $257,6282013Revenue 2014: $177,571Expenses 2014: $43,140Net Income 2014: $134,4312014Revenue 2015: $194,393Expenses 2015: $29,936Net Income 2015: $164,4572015Revenue 2016: $81,060Expenses 2016: $46,719Net Income 2016: $34,3412016Revenue 2017: $70,692Expenses 2017: $32,371Net Income 2017: $38,3212017Revenue 2018: $108,257Expenses 2018: $169,849Net Income 2018: -$61,5922018Revenue 2019: $131,383Expenses 2019: $104,836Net Income 2019: $26,5472019Revenue 2020: $60,968Expenses 2020: $129,819Net Income 2020: -$68,8512020Revenue 2021: $271,036Expenses 2021: $198,793Net Income 2021: $72,2432021Revenue 2022: $117,837Expenses 2022: $125,031Net Income 2022: -$7,1942022Revenue 2023: $213,266Expenses 2023: $340,474Net Income 2023: -$127,2082023Revenue 2024: $151,966Expenses 2024: $35,299Net Income 2024: $116,6672024

Highlighted filing

2015

Revenue$194,393
Expenses$29,936
Net Income$164,457
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Mar 1, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL R PASAROWPresident-$0--
SUSAN ADELE PASAROWFormer Secretary-$0--
ANTHONY H PASAROWTreasurer-$0--
JACK DAVID BARCHAS MDChairman-$0--
BRIAN E HENDERSON MDDirector-$0--
RONALD EVANS PHDDirector-$0--
CHRISTOPHER J EVANS PHDDirector-$0--
ALEXANDER J VARSHAVSKY PHDDirector-$0--
SHAUN R COUGHLIN MDPHDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert J & Claire Pasarow Foundation
EIN
95-4079676
Phone
3108287547
Address
C/O 3029 WILSHIRE BLVD STE 200, SANTA MONICA, CA 90403

Signing Officer

Name
Anthony Pasarow
Title
Treasurer
Phone
3108287547
Signed
2016-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Given & Company an Accty Corp
Address
3029 WILSHIRE BLVD 200, SANTA MONICA, CA 90403-2376
Preparer
Peter Goldberg
Phone
3108287547
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ML-ISHARES TR RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ML-VAN ECK EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ML-COHEN & STEERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ML-DEUTSCHE GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ML-BLACKSTONE ALT MULTI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55EMA2-ASTRAZENECA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56EMA2-AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57EMA2-AMERICAN WTR WKS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58EMA2-AUTOMATIC DATA PROC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59EMA2-COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60EMA2-GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61EMA2-INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62EMA2-KRAFT THE HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63EMA2-ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64EMA2-TORONTO DOMINION BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65EMA2-VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66EMA-GUGGENHEIM TOTAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67EMA-AMER FUNDS AMERICAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68EMA-NUVEEN SHORT DURATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt037349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt137330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt243554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt370482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EMA2-SPDR S P DIVID ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EMA2-ISHARES CORE S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EMA2-NUVEEN PREFERRED SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3EMA2-NATIXIS GATEWAY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt037553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt137002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt243418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt369663
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0104241
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt090152
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0194393
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0194393
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt090152
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0104241
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0104241
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0164457
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02248686
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt090152
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0168517
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt025650
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025650
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0226
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04286
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt025876
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt029936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0194393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0194393
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt025876
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0689149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1232076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2695699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3340082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt474749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5126779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt163804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-36172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt359117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-4444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt163804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-36172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt359117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-4444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0696917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1295880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2659527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3399199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt474828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5122335
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/PropertyDesc0ML #2163 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ML #2163 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ML #2317 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ML #2317 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ML #4002 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ML #4002 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt090152
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0164457
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01266
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02412588
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02246865
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02412588
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0115555
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0115555
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0115555
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0118925
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03370
IRS990PF/DistributableAmountGrp/TotalTaxAmt03370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0337
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03033
IRS990PF/FMVAssetsEOYAmt02421544
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07272
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03012
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03012
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0657972
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0567005
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0543032
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01496522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01505464
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01539472
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0188715
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0187636
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02246865
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02412588
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt085099
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0148192
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0148192
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02246865
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02412588
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02421544
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02246865
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02412588
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02246865
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02412588
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02414712
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0121226

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,412,588
Liabilities
$0
Net assets
$2,412,588
Revenue
$194,393
Expenses
$29,936
Net income
$164,457
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.$2.39$0.00$2.39$0.15$0.04$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.21$0.34$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.12$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.27$0.20$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.06$0.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.13$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.11$0.17$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.07$0.03$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.08$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.19$0.03$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.18$0.04$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.26
2012Summary only. Only limited summary data is available for this year.$2.19$0.00$0.68$0.23$0.46
2011Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.21
2010Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.17