Civic Intelligence

Croucher Foundation The

990PF • Fiscal year 2023 • EIN 98-0066847

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 09, 2024

Organization Profile
Nine Queens Road Central Ste 501Hong KongHk

(852) 273-6633

Siviq Scores

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

Liabilities / Assets

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.22x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Net Margin

91st percentile

40%

Higher net margin than 91% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2023 filings • $250M-$1B nonprofits • Source year 2023

Asset Growth

39th percentile

2.4%

Faster asset growth than 39% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

44%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Flat

$268,604,716

Flat from 2023

Net Assets

$264,247,588

No earlier filing loaded for comparison.

Liabilities

Flat

$4,357,128

Flat from 2023

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin91st percentile

Revenue

Flat

$19,447,233

Flat from 2023

Expenses

Flat

$11,761,008

Flat from 2023

Net Income

Flat

$7,686,225

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$300M$200M$100M$0Assets 2011: $220,238,331Liabilities 2011: $3,432,7492011Assets 2012: $226,702,992Liabilities 2012: $1,014,3502012Assets 2013: $232,115,305Liabilities 2013: $2,363,6482013Assets 2014: $236,855,781Liabilities 2014: $2,439,0522014Assets 2015: $231,650,821Liabilities 2015: $2,440,3812015Assets 2019: $250,723,275Liabilities 2019: $4,630,3072019Assets 2020: $252,862,699Liabilities 2020: $6,608,2542020Assets 2021: $269,521,861Liabilities 2021: $7,113,165Net Assets 2021: $262,408,6962021Assets 2022: $262,353,251Liabilities 2022: $6,203,423Net Assets 2022: $256,149,8282022Assets 2023: $268,604,716Liabilities 2023: $4,357,128Net Assets 2023: $264,247,5882023Assets 2023: $268,604,716Liabilities 2023: $4,357,1282023Assets 2024: $276,600,655Liabilities 2024: $3,605,319Net Assets 2024: $272,995,3362024

Highlighted filing

2023

Assets$268,604,716
Liabilities$4,357,128
Net Assets$264,247,588
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

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

$30M$20M$10M$0Revenue 2011: $12,439,065Expenses 2011: $6,307,271Net Income 2011: $6,131,7942011Revenue 2012: $5,490,595Expenses 2012: $4,730,104Net Income 2012: $760,4912012Revenue 2013: $13,057,043Expenses 2013: $6,557,011Net Income 2013: $6,500,0322013Revenue 2014: $10,674,949Expenses 2014: $5,860,732Net Income 2014: $4,814,2172014Revenue 2015: $17,146,343Expenses 2015: $7,388,141Net Income 2015: $9,758,2022015Revenue 2019: $12,440,727Expenses 2019: $10,848,672Net Income 2019: $1,592,0552019Revenue 2020: $21,068,909Expenses 2020: $11,755,560Net Income 2020: $9,313,3492020Revenue 2021: $18,069,736Expenses 2021: $12,880,731Net Income 2021: $5,189,0052021Revenue 2022: $13,529,455Expenses 2022: $11,618,573Net Income 2022: $1,910,8822022Revenue 2023: $19,447,233Expenses 2023: $11,761,008Net Income 2023: $7,686,2252023Revenue 2023: $19,447,233Expenses 2023: $11,761,008Net Income 2023: $7,686,2252023Revenue 2024: $19,175,520Expenses 2024: $12,585,243Net Income 2024: $6,590,2772024

Highlighted filing

2023

Revenue$19,447,233
Expenses$11,761,008
Net Income$7,686,225
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 9, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PROF TIMOTHY M COXTrustee-$0--
MS JOSEPHINE PRICETrustee-$0--
PROF VIVIAN WING WAH YAMTrustee-$0--
PROF DENNIS LOTrustee-$0--
MS YIBING ZHUTrustee-$0--
PROF ARTUR KONRAD EKERTTrustee-$0--
PROF GREGORY WINTERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNA REGULATION SECTION 534948-1(B)SUPPORTOTHERHK$11,761,008
Filing and Contact Details

Filer

Filer Name
Croucher Foundation the
EIN
98-0066847
Phone
8522736633
Address
HK

Signing Officer

Name
David Foster
Title
Director
Signed
2024-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
550 S HOPE ST SUITE 1500, LOS ANGELES, CA 90071
Preparer
David M Highfill
Phone
2139724000
Raw XML AppendixShowing 400 of 766 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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AccountingFeesSchedule/AccountingFeesDetail/Amt048630
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt036934
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE FOUNDATION MEETS THE REQUIREMENTS OF REG. SS53.4948-1(B) AND 1.6033-3(D) AND THUS IS NOT REQUIRED TO FURNISH A COPY OF ITS FORM 990-PF TO ANY STATES.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PAGE 1, PART I, LINE 19
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PAGE 2, PART II, LINE 14
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PAGE 8, PART IV
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3PART VI-A, LINE 11 - SCHEDULE OF CONTROLLED ENTITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DEPRECIATION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1INVESTMENTS: LAND, BUILDING AND EQUIPMENT
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2NOT APPLICABLE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0(IN USD) BUILDING: COST-30 SEPTEMBER 2022 AND BEFORE 1,923,076 ADDITIONS 0 AT 30 SEPTEMBER 2023 1,923,076 EQUIPMENT/FURNITURE:COST-30 SEPTEMBER 2022 AND BEFORE 615,137 ADDITIONS 5,975 AT 30 SEPTEMBER 2023 621,112 DEPRECIATION OF CURRENT YEAR 30 SEPTEMBER 2023-30 SEPTEMBER 2022 AND BEFORE 31,822 ADDITIONS 507 AT 30 SEPTEMBER 2023 32,329 LAND: COST-30 SEPTEMBER 2022 AND BEFORE 3,974,359 ADDITIONS 0 AT 30 SEPTEMBER 2023 3,974,359 TOTAL COST: 6,518,547TOTAL DEPRECIATION: 32,329
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE FOUNDATION'S OFFICE LOCATED AT ROOM 501, NINE QUEEN'S ROAD CENTRAL, HONG KONG, IS THE ONLY PIECE OF REAL ESTATE PROPERTY OWNED BY THE FOUNDATION. THE AREA OF THE PREMISES IS 7,196 SQ. FT. WHICH IS FOR OWN USE AND CLASSIFIED UNDER LINE 14 (SCHEDULE 7(C)). COST: AT 1 OCTOBER 2022 AND AT 30 SEPTEMBER 2023 LAND HELD IN HONG KONG ON LONG TERM LEASE (100%) $3,974,359BUILDING (100%)$1,923,076FURNITURE, FIXTURE, AND EQUIPMENT (100%)$615,137ADDITIONS:$5,975TOTAL: $6,518,547ACCUMULATED DEPRECIATION: AT 1 OCTOBER 2022LAND HELD IN HONG KONG ON LONG TERM LEASE (100%) $0BUILDING (100%)$1,923,076FURNITURE, FIXTURE, AND EQUIPMENT (100%)$520,073ADDITIONS:$32,329TOTAL: $2,475,478NET BOOK VALUE:AT 30 SEPTEMBER 2023LAND HELD IN HONG KONG ON LONG TERM LEASE (100%) $3,974,359BUILDING (100%)$0FURNITURE, FIXTURE, AND EQUIPMENT (100%)$68,710TOTAL: $4,043,069AT 30 SEPTEMBER 2022LAND HELD IN HONG KONG ON LONG TERM LEASE (100%) $3,974,359BUILDING (100%)$0FURNITURE, FIXTURE, AND EQUIPMENT (100%)$95,064TOTAL: $4,069,423FAIR MARKET VALUE: $35,378,792
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2REGULATION SECTION 53.4948-1(B)FOREIGN FOUNDATION WITH MORE THAN 85% SUPPORTFROM OUTSIDE THE U.S.A.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3NAME: THE CROUCHER FOUNDATION LIMITEDADDRESS: SUITE 501, NINE QUEEN'S ROAD CENTRAL, HONG KONG EIN: 00-0000000EXCESS BUSINESS HOLDING: NOTRANSFERS TO CONTROLLED ENTITY: SUPPORT ITS OPERATION DESCRIPTION OF TRANSFER:TRANSFERS FROM CONTROLLED ENTITY: 5,839,219 DESCRIPTION OF TRANSFER: NAME: KILMORE LIMITEDADDRESS: SUITE 501, NINE QUEEN'S ROAD CENTRAL, HONG KONGEIN: 00-0000000EXCESS BUSINESS HOLDING: NOTRANSFERS TO CONTROLLED ENTITY: NONE DESCRIPTION OF TRANSFER:TRANSFERS FROM CONTROLLED ENTITY: NONE DESCRIPTION OF TRANSFER:
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VANGUARD INVEST SERIES PLC EQUITY FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CITY OF LONDON/ THE EMERGING WORLD FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VMWARE, INC.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt79700556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0THE CALLEVA TRUST/THE INTERNATIONAL EQUITY FUND/ SILCHESTER INTERNATIONAL EQ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FRANCHISE PARTNERS US EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2THE EDGBASTON ASIAN EQUITY (JERSEY) TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3THE OVERLOOK PARTNERS FUND, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ICS INSTITUTIONAL US DOLLAR LIQUIDITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5THE TAP FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6WELLINGTON MANAGEMENT PORTFOLIOS (CAYMAN)-DIVERSIFIED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VAN ECK GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8THE COLCHESTER GLOBAL BOND FUND-CLASS B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9TACONIC OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VARDE INVESTMENT PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VALIONER CAPITAL PARTNERS OFFSHORE, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BLUE MOUNTAIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13KING STREET CAPITAL LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14HENGISTBURY FUND LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15NITORUM OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VANGUARD US GOVERNMENT BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17DEERFIELD PRIVATE DESIGN FUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ABERDEEN INTERNATIONAL PARTNERS, LIMITED PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ABERDEEN VENTURE PARTNERS VII, LIMITED PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ABERDEEN VENTURE PARTNERS V, LIMITED PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21KLINE HILL PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22KLINE HILL PARTNERS FUND II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ABERDEEN PRIVATE EQUITY IV, LIMITED PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24ABERDEEN INTERNATIONAL PARTNERS II, LIMITED PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25DOVER STREET IX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26SUMMIT PARTNERS VENTURE CAPITAL FUND IV-B L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27SUMMIT PARTNERS GROWTH EQUITY FUND IX-B L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28SUMMIT PARTNERS GROWTH EQUITY FUND VIII-B L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29SUMMIT PARTNERS GROWTH EQUITY FUND III-B L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30SILVER LAKE PARTNERS V, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31SILVER LAKE PARTNERS IV, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32SILVER LAKE PARTNERS VI, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33UFENAU V GERMAN ASSET LIGHT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34UFENAU IV GERMAN ASSET LIGHT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35S CAPITAL L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36MCP PRIVATE CAPITAL FUND III SCSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37KHP STRATEGIC 3 L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38LSF VIII INTERNATIONAL FINANCE, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39VICTORIA S.AMERICAN PARTNERS II (KILNE HILL PROJECT VICTORY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40SIGULER GUFF DISTRESSED OPPORTUNITIES FUND IV (F), LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41TRUE VENTURE V, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42SOUTHERN CROSS LATIN AMERICA PRVIATE EQUITY IV, L.P./SOUTHERN CROSS EXTENSIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43TIKEHAU REAL ESTATE III FEEDER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44ASEAN CHINA INVEST FUND III L.P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45TIKEHAU DIRECT LENDING III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46ANACACIA PRIVATE EQUITY III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47TRUE VENTURE VI, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48DCP CHINA CREDIT FUND II, LP AND DCP CHINA CREDIT FUND II FEEDER I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49MGG SF DRAWDOWN FUND FUND II (CAYMAN) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50UFENAU VI GERMAN ASSET LIGHT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51S CAPITAL OPPORTUNITY FUND L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52TRUE VENTURE VII, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53MCP PRIVATECAPITALFUND IV SCSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54QIMING VENTURE PARTNERS VII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55S CAPITAL II, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56SUMMIT PARTNERS GROWTH X
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57KLINE HILL PARTNERS III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58KLINE HILL PARTNERS OPPFUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59KPS SPECIAL SITUATIONS FUND V(A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60DOVER STREET X AIF SCSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61SUMMIT PARTNERS VENTURE CAPITAL FUND V-B L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62SUMMIT PARTNERS REINVESTMENT FUND L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63ASEAN CHINA INVEST FUND V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64TIKEHAU DIRECT LENDING V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65BOYU CAPTIAL FUND V LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66MGG SF DRAWDOWN FUND FUND III (CAYMAN) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67THE VARDE DISLOCATION FUND (OFFSHORE) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68CHERRY VENTURES FUND IV (US), L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69KLINE HILL PARTNERS IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70QIMING VENTURE PARTNERS VIII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71S CAPITAL III L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72S CAPITAL OPPORTUNITY A FUND, L.P. - SERIES S3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73STANDARD CRYPTO VENTURE FUND I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74SUMMIT PARTNERS GROWTH XI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75TRUE VENTURE VIII, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76UFENAU VI OVERFLOW, SLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77DOVER STREET XI AIF SCSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78UFENAU VII ASSET LIGHT, SLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79UFENAU CONTINUATION 4, SLP
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02257601
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt017008358
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt028619
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0GRANTS AND AWARDS RECOVERED/CANCELLED
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1SUNDRY INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0152451
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1204
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt019447233
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt019447233
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt036934
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt048630
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010158706
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08498807
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt032329
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02257601
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07686225
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt028619
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0200088
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0200088
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt017008358
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0334712
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt031800
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt031800
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01098514
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01098514
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0932685
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0748838
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0334712
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0152655

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Filings

Displayed year

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

Open filing
Assets
$268,604,716
Liabilities
$4,357,128
Net assets
$264,247,588
Revenue
$19,447,233
Expenses
$11,761,008
Net income
$7,686,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$277$3.61$273$19.2$12.6$6.59
2023Detailed filing. Detailed filing data is available for this year.$269$4.36$264$19.4$11.8$7.69
2023Summary only. Only limited summary data is available for this year.$269$4.36$19.4$11.8$7.69
2022Detailed filing. Detailed filing data is available for this year.$262$6.20$256$13.5$11.6$1.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$270$7.11$262$18.1$12.9$5.19
2020Summary only. Only limited summary data is available for this year.$253$6.61$21.1$11.8$9.31
2019Summary only. Only limited summary data is available for this year.$251$4.63$12.4$10.8$1.59
2015Summary only. Only limited summary data is available for this year.$232$2.44$17.1$7.39$9.76
2014Summary only. Only limited summary data is available for this year.$237$2.44$10.7$5.86$4.81
2013Summary only. Only limited summary data is available for this year.$232$2.36$13.1$6.56$6.50
2012Summary only. Only limited summary data is available for this year.$227$1.01$5.49$4.73$0.76
2011Summary only. Only limited summary data is available for this year.$220$3.43$12.4$6.31$6.13