Civic Intelligence

Capitano Foundation Ua 041097

990PF • Fiscal year 2020 • EIN 11-6480969

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

Organization Profile
265 Willetts LaneWest Islip, NY 11795

(631) 234-8855

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.00x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

89th percentile

88%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

92nd percentile

58%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

94th percentile

767%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$1,531,433

Up $562,206 (+58%) from 2019

Net Assets

Up

$1,531,432

Up $562,205 (+58%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin89th percentile

Revenue

Up

$637,214

Up $563,755 (+767%) from 2019

Expenses

Up

$75,009

Up $6,758 (+9.9%) from 2019

Net Income

Up

$562,205

Up $556,997 (+10695%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $257,835Liabilities 2010: $0Net Assets 2010: $257,8352010Assets 2011: $329,743Liabilities 2011: $12011Assets 2012: $422,052Liabilities 2012: $0Net Assets 2012: $422,0522012Assets 2013: $458,222Liabilities 2013: $2Net Assets 2013: $458,2202013Assets 2014: $598,618Liabilities 2014: $3Net Assets 2014: $598,6152014Assets 2015: $902,819Liabilities 2015: $2Net Assets 2015: $902,8172015Assets 2017: $944,915Liabilities 2017: $0Net Assets 2017: $944,9152017Assets 2018: $966,019Liabilities 2018: $2,000Net Assets 2018: $964,0192018Assets 2019: $969,227Liabilities 2019: $1Net Assets 2019: $969,2272019Assets 2020: $1,531,433Liabilities 2020: $1Net Assets 2020: $1,531,4322020Assets 2021: $1,496,431Liabilities 2021: $1Net Assets 2021: $1,496,4302021Assets 2022: $1,411,830Liabilities 2022: $1Net Assets 2022: $1,411,8302022Assets 2023: $1,382,316Liabilities 2023: $12023

Highlighted filing

2020

Assets$1,531,433
Liabilities$1
Net Assets$1,531,432
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $15,7352010Revenue 2011: $89,902Expenses 2011: $17,994Net Income 2011: $71,9082011Expenses 2012: $23,3452012Revenue 2013: $68,953Expenses 2013: $32,785Net Income 2013: $36,1682013Revenue 2014: $176,050Expenses 2014: $35,655Net Income 2014: $140,3952014Revenue 2015: $346,932Expenses 2015: $42,730Net Income 2015: $304,2022015Revenue 2017: $97,625Expenses 2017: $65,253Net Income 2017: $32,3722017Revenue 2018: $98,595Expenses 2018: $79,491Net Income 2018: $19,1042018Revenue 2019: $73,459Expenses 2019: $68,251Net Income 2019: $5,2082019Revenue 2020: $637,214Expenses 2020: $75,009Net Income 2020: $562,2052020Revenue 2021: $95,619Expenses 2021: $130,621Net Income 2021: -$35,0022021Revenue 2022: $58,691Expenses 2022: $143,291Net Income 2022: -$84,6002022Revenue 2023: $41,694Expenses 2023: $71,208Net Income 2023: -$29,5142023

Highlighted filing

2020

Revenue$637,214
Expenses$75,009
Net Income$562,205
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 1, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALVATORE CAPITANOTrustee-$0--
MARIE CAPITANOTrustee-$0--
SALVATORE CAPITANO JRTrustee-$0--
GINA CAPITANOTrustee-$0--
THOMAS BREITFELLERTrustee-$0--
SABRINA BREITFELLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Capitano Foundation
EIN
11-6480969
Phone
6312348855
Address
265 WILLETTS LANE, WEST ISLIP, NY 11795

Signing Officer

Name
Salvatore Capitano
Title
Trustee
Signed
2021-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Peter Yurkowski CPA LLC
Address
500 W 30th St Apt 4B, New York, NY 10001
Preparer
Peter J Yurkowski
Phone
2126290170
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68KINDERMORGAN INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69KONINKLIJKE DSM NV-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70LAFARGEHOLCIM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MC CORMICK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MONMOUTH REAL ESTATE REIT INVT CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NOVO NORDISK A S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NUTRIEN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PEPSICO INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SENSIENT TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SOUTHWEST GAS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SYMRISE AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TELEPHONE & DATA SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82AMARIN CORPORATION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84APPLE INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt020424
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt095214
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0115638
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0115638
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt020123
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt095214
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt062000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt062000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0521576
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt020424
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt020424
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt020424
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0562205
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0437933
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt095214
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0105477
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt09860
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt010161
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010161
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010161
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01098
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt030284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt010161
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt062000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010161
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt075009
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0115638
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0637214
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt010161
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010161
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92011-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232014-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312014-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332008-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342008-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352015-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt314803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt69988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt89126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt95203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt108250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1411917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt155383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1610550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1712572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1812145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1917894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt205540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt214787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2212696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2317941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt247933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2526660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt265786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt276260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt287752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2910206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt301550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt317931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt329109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt336282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt341538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3525714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3621689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt79421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-6999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt99908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt105244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-1923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-7397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt154264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt162688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt172940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt181027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1925899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-43
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt215437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-5152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt252628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt262333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt271966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2812787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29-2597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt301623

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Filings

Displayed year

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

Open filing
Assets
$1,531,433
Liabilities
$1
Net assets
$1,531,432
Revenue
$637,214
Expenses
$75,009
Net income
$562,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$0.04$0.07$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.06$0.14$0.08
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.50$0.00$1.50$0.10$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.64$0.08$0.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.07$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.96$0.10$0.08$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.10$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.35$0.04$0.30
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.18$0.04$0.14
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.46$0.00$0.46$0.07$0.03$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.02
2011Summary only. Only limited summary data is available for this year.$0.33$0.00$0.09$0.02$0.07
2010Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.02