Civic Intelligence

The Deeds Foundation

990PF • Fiscal year 2019 • EIN 13-3752427

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 09, 2020

Organization Profile
c/o WILSON COWGILL 100 PARK AVEFort Lee, NJ 07024

(201) 944-1068

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

87%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$3,968,477

Up $364,050 (+10%) from 2018

Net Assets

Up

$3,968,477

Up $364,050 (+10%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin90th percentile

Revenue

Up

$702,145

Up $327,136 (+87%) from 2018

Expenses

Up

$340,652

Up $839 (+0.2%) from 2018

Net Income

Up

$361,493

Up $326,297 (+927%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,872,543Liabilities 2011: $0Net Assets 2011: $3,872,5432011Assets 2012: $3,792,555Liabilities 2012: $0Net Assets 2012: $3,792,5552012Assets 2013: $3,698,838Liabilities 2013: $0Net Assets 2013: $3,698,8382013Assets 2014: $3,701,392Liabilities 2014: $0Net Assets 2014: $3,701,3922014Assets 2015: $3,314,260Liabilities 2015: $0Net Assets 2015: $3,314,2602015Assets 2016: $3,181,923Liabilities 2016: $0Net Assets 2016: $3,181,9232016Assets 2017: $3,564,092Liabilities 2017: $0Net Assets 2017: $3,564,0922017Assets 2018: $3,604,427Liabilities 2018: $0Net Assets 2018: $3,604,4272018Assets 2019: $3,968,477Liabilities 2019: $0Net Assets 2019: $3,968,4772019Assets 2020: $4,092,557Liabilities 2020: $21,410Net Assets 2020: $4,071,1472020Assets 2021: $4,287,423Liabilities 2021: $0Net Assets 2021: $4,287,4232021Assets 2022: $4,416,235Liabilities 2022: $0Net Assets 2022: $4,416,2352022Assets 2023: $4,220,896Liabilities 2023: $0Net Assets 2023: $4,220,8962023Assets 2024: $4,261,453Liabilities 2024: $0Net Assets 2024: $4,261,4532024

Highlighted filing

2019

Assets$3,968,477
Liabilities$0
Net Assets$3,968,477
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.0M$500K$0-$500KExpenses 2011: $331,6822011Expenses 2012: $375,5862012Revenue 2013: $241,949Expenses 2013: $335,666Net Income 2013: -$93,7172013Revenue 2014: $406,837Expenses 2014: $404,283Net Income 2014: $2,5542014Revenue 2015: -$3,293Expenses 2015: $383,368Net Income 2015: -$386,6612015Revenue 2016: $192,917Expenses 2016: $325,257Net Income 2016: -$132,3402016Revenue 2017: $723,008Expenses 2017: $342,166Net Income 2017: $380,8422017Revenue 2018: $375,009Expenses 2018: $339,813Net Income 2018: $35,1962018Revenue 2019: $702,145Expenses 2019: $340,652Net Income 2019: $361,4932019Revenue 2020: $495,064Expenses 2020: $318,956Net Income 2020: $176,1082020Revenue 2021: $678,634Expenses 2021: $462,358Net Income 2021: $216,2762021Revenue 2022: $551,138Expenses 2022: $422,326Net Income 2022: $128,8122022Revenue 2023: $225,052Expenses 2023: $420,391Net Income 2023: -$195,3392023Revenue 2024: $513,211Expenses 2024: $472,654Net Income 2024: $40,5572024

Highlighted filing

2019

Revenue$702,145
Expenses$340,652
Net Income$361,493
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 9, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE ALLEN NIXONPres; Asst Treas; DirectorPT$0--
ROBERT L CAHILL JRVP; Trea; Dir; Asst Sec-$0--
ALEXANDER M LAUGHLINV-Pres; Sec; Director-$0--
LAURA S BENNETTV-Pres; Director-$0--
Filing and Contact Details

Filer

Filer Name
The Deeds Foundation
EIN
13-3752427
Phone
2019441068
Address
c/o WILSON COWGILL 100 PARK AVE, FORT LEE, NJ 07024

Signing Officer

Name
Laura S Bennett
Title
Vice President
Phone
2019441068
Signed
2020-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Wilson & Cowgill
Address
100 PARK AVENUE SUITE 4B, FORT LEE, NJ 07024
Preparer
Douglas Cowgill
Phone
2019441068
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43185 HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441000 ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45260 INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4620 INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47367 JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm482000 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4952 K L A TENCOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50770 MGM RESORTS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51485 MARVELL TECHNOLOGY GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52183 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53300 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54510 MICRON TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55586 MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56370 MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5763 NXP SEMICONDUCORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5819 NETFLIX.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5992 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60390 NIKE INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61236 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621100 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63220 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64376 PHILIP MORRIS INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6597 PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm663,900 PLAINS ALL AMERICAN PIPELINE LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67213 PROCTER & GAMBLE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68500 RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6999 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7099 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm713000 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72290 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73270 SQUARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74670 SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75110 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76390 TAIWAN SEMICONDUCTOR MFG CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7765 TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7858 THERMO FISCHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79375.55 TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80106 UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81124 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82160 VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8390 VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8472 VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85272 VISA INC-CLASS A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86390 VOYA FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87146 YUM! BRANDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt475112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6280590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7132051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8132111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9172283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10109980
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt09,830.973 BNY MELLON BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115,279.061 BNY MELLON CORPORATE BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt212,379.734 BNY MELLON FLOATING RATE INCOME FUND CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37,178.473 BNY MELLON GLOBAL EMERGING MARKETS FUND CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt411,885.995 BNY MELLON HIGH YIELD FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54,887.585 BNY MELLON INTERNATIONAL EQUITY FUND CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt615,189.935 BNY MELLON INTERNATIONAL STOCK FUND CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73,785.922 BNY MELLON OPPORTUNISTIC SMALL CAP FUND CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8700 ISHARES TR S & P MIDCAP 400 INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92,250 ISHARES TR S & P SMALLCAP 600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103,455.751 PARNASSUS MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0127508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1203823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2143110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3123039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt473574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5103910
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6317470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7106233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8144074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9188663
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10123301
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0108963
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0574473
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0683436
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0683436
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt07694
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0574473
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0290000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0290000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0108963
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0108963
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0361493
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01576562
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt012158
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt012158
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0574473
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0651931
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt02164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt05530
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt014540
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt018709
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt023593
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt023593
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0794
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt07694
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0290000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt046045
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0340652
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0697976
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0702145
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt046045
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt050652
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0548787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1453302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1572309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1572309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0550951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11025611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE SCHEDULE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE SCHEDULE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0574473
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt02164
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0361493
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02557
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03968477
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03604427
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03968477
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0258291
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0258291
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0258291
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0271330
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013039
IRS990PF/DistributableAmountGrp/TotalTaxAmt013039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt05588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013039

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,968,477
Liabilities
$0
Net assets
$3,968,477
Revenue
$702,145
Expenses
$340,652
Net income
$361,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.51$0.47$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.23$0.42$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.55$0.42$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.68$0.46$0.22
2020Detailed filing. Detailed filing data is available for this year.$4.09$0.02$4.07$0.50$0.32$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.70$0.34$0.36
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.38$0.34$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.72$0.34$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.19$0.33$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.00$0.38$0.39
2014Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.41$0.40$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.24$0.34$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.38
2011Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.33