Civic Intelligence

Eaglemere Foundation Inc.

990PF • Fiscal year 2020 • EIN 04-3424302

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization Profile
60 Edmunds RoadWellesley, MA 02481

(781) 899-4350

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

26th percentile

$12,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

83rd percentile

26%

Faster asset growth than 83% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

320%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,037,678

Up $2,475,585 (+26%) from 2019

Net Assets

Up

$12,037,678

Up $2,475,585 (+26%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin93rd percentile

Revenue

Up

$3,448,946

Up $2,627,845 (+320%) from 2019

Expenses

Up

$973,361

Up $13,780 (+1.4%) from 2019

Net Income

Up

$2,475,585

Up $2,614,065 (+1888%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$15M$10M$5.0M$0Assets 2011: $7,697,340Liabilities 2011: $02011Assets 2012: $8,548,117Liabilities 2012: $0Net Assets 2012: $8,548,1172012Assets 2013: $8,764,222Liabilities 2013: $0Net Assets 2013: $8,764,2222013Assets 2014: $8,780,896Liabilities 2014: $0Net Assets 2014: $8,780,8962014Assets 2015: $8,707,037Liabilities 2015: $0Net Assets 2015: $8,707,0372015Assets 2016: $9,325,985Liabilities 2016: $0Net Assets 2016: $9,325,9852016Assets 2017: $9,567,053Liabilities 2017: $0Net Assets 2017: $9,567,0532017Assets 2018: $9,878,079Liabilities 2018: $0Net Assets 2018: $9,878,0792018Assets 2019: $9,562,093Liabilities 2019: $0Net Assets 2019: $9,562,0932019Assets 2020: $12,037,678Liabilities 2020: $0Net Assets 2020: $12,037,6782020Assets 2021: $13,093,922Liabilities 2021: $0Net Assets 2021: $13,093,9222021Assets 2022: $12,945,034Liabilities 2022: $0Net Assets 2022: $12,945,0342022Assets 2023: $12,825,854Liabilities 2023: $0Net Assets 2023: $12,825,8542023Assets 2024: $13,479,173Liabilities 2024: $0Net Assets 2024: $13,479,1732024

Highlighted filing

2020

Assets$12,037,678
Liabilities$0
Net Assets$12,037,678
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $651,976Expenses 2011: $481,226Net Income 2011: $170,7502011Expenses 2012: $509,5282012Revenue 2013: $788,319Expenses 2013: $572,214Net Income 2013: $216,1052013Revenue 2014: $642,345Expenses 2014: $625,671Net Income 2014: $16,6742014Revenue 2015: $788,778Expenses 2015: $650,897Net Income 2015: $137,8812015Revenue 2016: $1,767,327Expenses 2016: $899,226Net Income 2016: $868,1012016Revenue 2017: $1,452,053Expenses 2017: $1,003,264Net Income 2017: $448,7892017Revenue 2018: $2,560,455Expenses 2018: $974,886Net Income 2018: $1,585,5692018Revenue 2019: $821,101Expenses 2019: $959,581Net Income 2019: -$138,4802019Revenue 2020: $3,448,946Expenses 2020: $973,361Net Income 2020: $2,475,5852020Revenue 2021: $1,512,880Expenses 2021: $1,049,270Net Income 2021: $463,6102021Revenue 2022: $862,812Expenses 2022: $1,092,308Net Income 2022: -$229,4962022Revenue 2023: $889,102Expenses 2023: $1,103,936Net Income 2023: -$214,8342023Revenue 2024: $1,401,941Expenses 2024: $1,136,699Net Income 2024: $265,2422024

Highlighted filing

2020

Revenue$3,448,946
Expenses$973,361
Net Income$2,475,585
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL SARLESTreasurer/Exec DirectorPT$12,000-$12,000
MARILYN D SARLES MDPresident-$0--
KATHRYN GARVEYDirector-$0--
H JAY SARLESClerk-$0--
ELIZABETH DIASDirector-$0--
DANIEL DIASDirector-$0--
PATRICK GARVEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Eaglemere Foundation Inc
EIN
04-3424302
Phone
7818994350
Address
60 EDMUNDS ROAD, WELLESLEY, MA 02481

Signing Officer

Name
Daniel Sarles
Title
Treasurer
Phone
7818994350
Signed
2021-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Tonneson & Company Pc
Address
401 EDGEWATER PLACE SUITE 300, WAKEFIELD, MA 01880-6208
Preparer
Amy K Phelan
Phone
7812459999
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21131 SHS VANGUARD FTSE EMERGING MKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221400 SHS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231414 SHS ISHARES RUSSELL MIDCAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24151450.045 SHS PRINCIPAL MIDCAP BLEND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25165 SHS FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26175 SHS BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2717667.845 SHS PRINCIPAL MIDCAP BLEND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281900 SHS ABOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29191 SHS ISHARES BROAD USD HIGH YIELD CORP BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301940 SHS ISHARES CORE MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31200 SHS ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32200 SHS AVALONBAY CMNTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33200 SHS COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34200 SHS GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35200 SHS J P MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm362000 SHS AMERIPRISE FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm372000 SHS CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm382000 SHS MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm392100 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402100 SHS TRUST FINL CORP (FKA BB&T CORP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm412145 SHS ISHARES TR RUSSELL 1000 ETF FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm422200 SHS ISHARES RUSSELL MIDCAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm432200 SHS MARVELL TECHNOLOGY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44224 SHS ISHARES COFE MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45225 SHS CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm462400 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47250 SHS AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm482500 SHS VANGUARD FTSE EMERGING MKTS EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49265 SHS VANGUARD TOTAL INTL BOND INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50293 SHS SPDR BLOOMBERG BARCLAYS 1-3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51300 SHS BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52300 SHS DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53300 SHS ELECTRONIC ARTS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54300 SHS ILLINOIS TOOL WKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55300 SHS TELADOC HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56300 SHS UNITED PARCEL SVC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm573200 SHS ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm583254.149 SHS CLEARBRIDGE SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59400 IDEXX LABS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60400 SHS ADOBE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61400 SHS BAXTER INTL, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62400 SHS COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63400 SHS DUPONT DE NEMOURS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64400 SHS JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65400 SHS L3HARRIS TECHNOLOGIES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66400 SHS NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67400 SHS PALO ALTO NETWORKS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm684251.701 SHS PRINCIPAL MIDCAP BLEND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69466 SHS DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7050 SHS ALPHABET INC CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71500 SHS CENTENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72500 SHS J P MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73500 SHS UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74600 SHS CHURCH & DWIGHT, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75600 SHS LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76600 SHS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77600 SHS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78700 SHS ACTIVISION BLIZZARD, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79700 SHS CATERPILLAR, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80700 SHS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81700 SHS NIKE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82700 SHS TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm837400 SHS ISHARES CORE MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8475 SHS ALPHABET INC CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85750 SHS MC DONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86800 SHS SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm878132.29 SHS CLEARBRIDGE SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88865 SHS ISHARES TR RUSSELL 2000 ETF FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89895 SHS ISHARES RUSSELL MIDCAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90900 SHS HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91900 SHS INTERCONTINENTAL EXCHANGE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92900 SHS PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93942 SHS ISHARES CORE US AGGREGATE BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm949843.08 SHS CLEARBRIDGE SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2300000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3403340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt010231.924 SHS GOTHAM ABSOLUTE RETURN FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118832.392 SHS BLACKSTONE ALT MULTI STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2276994.24 SHS SUMMIT PARTNERS SUSTAINABLE OPPS L/S FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33300 SHS SPDR GOLD TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0148874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1192844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2493805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3588588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0241018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt03005806
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03246824
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03246824
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0166559
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03085863
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0888900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0888900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0202122
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0241018
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0241018
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0241018
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02475585
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06647801
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03005806
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03252422
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0265
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0265
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0265
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt060617
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt060617
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt060617
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt01577
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01577
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0241018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt074459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0888900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt074459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0973361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03326881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03448946
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt074459
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt074459
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt084461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12006-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62007-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222012-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232002-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262010-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-01-28

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,037,678
Liabilities
$0
Net assets
$12,037,678
Revenue
$3,448,946
Expenses
$973,361
Net income
$2,475,585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.40$1.14$0.27
2023Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.89$1.10$0.21
2022Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.86$1.09$0.23
2021Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.51$1.05$0.46
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$3.45$0.97$2.48
2019Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.82$0.96$0.14
2018Detailed filing. Detailed filing data is available for this year.$9.88$0.00$9.88$2.56$0.97$1.59
2017Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$1.45$1.00$0.45
2016Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$1.77$0.90$0.87
2015Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.79$0.65$0.14
2014Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.64$0.63$0.02
2013Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.79$0.57$0.22
2012Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.51
2011Summary only. Only limited summary data is available for this year.$7.70$0.00$0.65$0.48$0.17