Civic Intelligence

Leona Bothmer Foundation

990PF • Fiscal year 2020 • EIN 06-1816606

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

Organization Profile
Sullivan Worcester 1633 BroadwaNew York, NY 10019

(212) 660-3089

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-538%

Higher net margin than 6% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Asset Growth

12th percentile

-9.7%

Faster asset growth than 12% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-90%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$3,566,098

Down $380,993 (-9.7%) from 2019

Net Assets

Down

$3,566,098

Down $380,993 (-9.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin6th percentile

Revenue

Down

$70,811

Down $668,621 (-90%) from 2019

Expenses

Up

$451,804

Up $60,975 (+16%) from 2019

Net Income

Down

-$380,993

Down $729,596 (-209%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,418,314Liabilities 2011: $02011Assets 2012: $4,209,303Liabilities 2012: $02012Assets 2013: $4,069,073Liabilities 2013: $02013Assets 2014: $3,861,894Liabilities 2014: $02014Assets 2015: $3,724,765Liabilities 2015: $02015Assets 2019: $3,947,091Liabilities 2019: $0Net Assets 2019: $3,947,0912019Assets 2020: $3,566,098Liabilities 2020: $0Net Assets 2020: $3,566,0982020Assets 2021: $3,423,871Liabilities 2021: $0Net Assets 2021: $3,423,8712021Assets 2022: $3,280,086Liabilities 2022: $0Net Assets 2022: $3,280,0862022Assets 2023: $3,039,056Liabilities 2023: $0Net Assets 2023: $3,039,0562023Assets 2024: $3,054,928Liabilities 2024: $0Net Assets 2024: $3,054,9282024

Highlighted filing

2020

Assets$3,566,098
Liabilities$0
Net Assets$3,566,098
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $131,779Expenses 2011: $345,551Net Income 2011: -$213,7722011Revenue 2012: $156,397Expenses 2012: $365,408Net Income 2012: -$209,0112012Revenue 2013: $219,221Expenses 2013: $357,668Net Income 2013: -$138,4472013Revenue 2014: $209,508Expenses 2014: $416,687Net Income 2014: -$207,1792014Revenue 2015: $257,060Expenses 2015: $394,189Net Income 2015: -$137,1292015Revenue 2019: $739,432Expenses 2019: $390,829Net Income 2019: $348,6032019Revenue 2020: $70,811Expenses 2020: $451,804Net Income 2020: -$380,9932020Revenue 2021: $320,269Expenses 2021: $462,496Net Income 2021: -$142,2272021Revenue 2022: $349,749Expenses 2022: $493,534Net Income 2022: -$143,7852022Revenue 2023: $207,656Expenses 2023: $448,686Net Income 2023: -$241,0302023Revenue 2024: $494,409Expenses 2024: $478,537Net Income 2024: $15,8722024

Highlighted filing

2020

Revenue$70,811
Expenses$451,804
Net Income-$380,993
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Constantine P RalliTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leona Bothmer Foundation
EIN
06-1816606
Phone
2126603089
Address
Sullivan Worcester 1633 Broadwa, New York, NY 10019

Signing Officer

Name
Constantine P Ralli
Title
Trustee
Phone
2126603089
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Sullivan & Worcester LLP
Address
1633 Broadway, New York, NY 10019
Preparer
Magda Alvarez-Sanchez
Phone
2126603000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421,000 shs. Bank of America Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43500 shs. Cisco Systems Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44300 shs. Coca Cola Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45200 shs. Gilead Sciences Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46750 shs. Intel Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47600 shs. Mondelez International
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48400 shs. Nike Inc Class B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49500 shs Schwab Charles Corportation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50150 shs. Visa Inc. - Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm514,000 shs. Ishares Msci Emerging Markets Index Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm526,315.986 shs. BNY Floating Rate Income Fd - Cl Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53100 shs. 3M Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5425,767.236 shs. BNY Mellon Intermediate Bond - M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5541,194.762 shs. BNY Mellon Bond Fund - M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56200 shs. Air Products & Chemicals Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57200 shs. Broadcom Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm581,350 shs. Ishares Russell 2000 Index Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591,000 shs. Synchrony Financial
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60300 shs. Agilent Technologies Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61500 shs. Corning Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62250 shs. Starbucks Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631,500 shs. Comcast Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64300 shs. Accenture PLC - Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65600 shs. Eaton Corp PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661,315 shs SPDR Standard & Poors Midcap 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67200 shs. Union Pac Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68650 shs. Apple Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69300 shs. Home Depot Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm707,198.292 shs BNY Mellon International Stock Fund - Cl Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm719,707.16 shs.BNY Mellon High Yield - Cl I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm728,107.989 shs. BNY Mellon International Fund Cl M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7325 shs. Amazon.Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7415,591.696 shs. BNY Mellon Corporate Bond Fund - M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7510,742.755 shs. BNY Mellon Short Term US Govmt Sec
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm767,781.467 shs. BNY Mellon Global Dynamic Bond - Cl Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7750 shs. Adobe Systems Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78300 shs. American International Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79150 shs. Blackstone Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8025 shs. Boeing Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8150 shs. CME Group Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82200 shs. CVS Health Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8350 shs. Constellation Brands Inc-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8475 shs. Dollar General Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85400 shs. Exelon Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86150 shs. Facebook Inc. - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8740 shs. Lockheed Martin Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88500 shs. M G M Mirage
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8950 shs. McDonald's Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9050 shs. Netflix Com Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91100 shs. Nextera Energy Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9275 shs. Nvidia Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93150 shs. Paypal Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94100 shs. T-Mobile US Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9550 shs. Thermo Fischer Scientific Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9675 shs. UnitedHealth Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97150 shs. Wal Mart Stores Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98250 shs. Ishares Core S&P 500 ETF
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0133360
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0414
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt070811
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt070811
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt024074
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048147
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0310000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0310000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0133360
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0133360
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-380993
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0798740
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0414
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0414
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-62963
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt016043
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt054181
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt054181
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt024476
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024476
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0310000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0117731
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0451804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0133774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt070811
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0117731
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0141804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52009-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92010-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172009-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232010-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242010-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272009-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282010-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt074093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt173691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt247313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt374888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt48
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt515345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt621294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt741471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt817033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt94
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt107098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1154012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1226337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1362606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1413275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1543323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1625000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1737234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1824119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1925318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2049306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2125648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt239568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2432916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt259360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2719274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2830209

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Filings

Displayed year

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

Open filing
Assets
$3,566,098
Liabilities
$0
Net assets
$3,566,098
Revenue
$70,811
Expenses
$451,804
Net income
-$380,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.49$0.48$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.21$0.45$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.35$0.49$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.32$0.46$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.07$0.45$0.38
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.74$0.39$0.35
2015Summary only. Only limited summary data is available for this year.$3.72$0.00$0.26$0.39$0.14
2014Summary only. Only limited summary data is available for this year.$3.86$0.00$0.21$0.42$0.21
2013Summary only. Only limited summary data is available for this year.$4.07$0.00$0.22$0.36$0.14
2012Summary only. Only limited summary data is available for this year.$4.21$0.00$0.16$0.37$0.21
2011Summary only. Only limited summary data is available for this year.$4.42$0.00$0.13$0.35$0.21
Peer Organizations

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