Civic Intelligence

Sherlock Charitable Foundation

990PF • Fiscal year 2019 • EIN 13-3837377

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 11, 2020

Organization Profile
7 Bradley RoadWeston, CT 06883

(914) 937-2025

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$175

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

85th percentile

26%

Faster asset growth than 85% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

628%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$951,185

Up $198,748 (+26%) from 2018

Net Assets

Up

$951,185

Up $198,748 (+26%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin95th percentile

Revenue

Up

$279,330

Up $240,946 (+628%) from 2018

Expenses

Up

$84,399

Up $10,982 (+15%) from 2018

Net Income

Up

$194,931

Up $229,964 (+656%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,004,444Liabilities 2011: $02011Assets 2012: $999,007Liabilities 2012: $12012Assets 2013: $960,200Liabilities 2013: $1Net Assets 2013: $960,2002013Assets 2014: $921,873Liabilities 2014: $1Net Assets 2014: $921,8732014Assets 2015: $882,404Liabilities 2015: $1Net Assets 2015: $882,4042015Assets 2016: $839,445Liabilities 2016: $0Net Assets 2016: $839,4452016Assets 2017: $788,219Liabilities 2017: $0Net Assets 2017: $788,2192017Assets 2018: $752,437Liabilities 2018: $0Net Assets 2018: $752,4372018Assets 2019: $951,185Liabilities 2019: $0Net Assets 2019: $951,1852019Assets 2020: $912,211Liabilities 2020: $1Net Assets 2020: $912,2112020Assets 2021: $917,582Liabilities 2021: $0Net Assets 2021: $917,5822021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2019

Assets$951,185
Liabilities$0
Net Assets$951,185
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $77,925Expenses 2011: $56,655Net Income 2011: $21,2702011Revenue 2012: $27,735Expenses 2012: $59,669Net Income 2012: -$31,9342012Revenue 2013: $29,175Expenses 2013: $65,546Net Income 2013: -$36,3712013Revenue 2014: $35,735Expenses 2014: $66,930Net Income 2014: -$31,1952014Revenue 2015: $29,025Expenses 2015: $69,034Net Income 2015: -$40,0092015Revenue 2016: $30,108Expenses 2016: $71,050Net Income 2016: -$40,9422016Revenue 2017: $14,003Expenses 2017: $63,071Net Income 2017: -$49,0682017Revenue 2018: $38,384Expenses 2018: $73,417Net Income 2018: -$35,0332018Revenue 2019: $279,330Expenses 2019: $84,399Net Income 2019: $194,9312019Revenue 2020: $69,855Expenses 2020: $101,375Net Income 2020: -$31,5202020Revenue 2021: $131,343Expenses 2021: $117,261Net Income 2021: $14,0822021Revenue 2022: $884Expenses 2022: $120,084Net Income 2022: -$119,2002022

Highlighted filing

2019

Revenue$279,330
Expenses$84,399
Net Income$194,931
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 11, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
UBS FINANCIAL SERVICESAgentPT$175-$175
Filing and Contact Details

Filer

Filer Name
Sherlock Charitable Foundation
EIN
13-3837377
Phone
9149372025
Address
7 BRADLEY ROAD, WESTON, CT 06883

Signing Officer

Name
Isabelle Sherlock
Title
President
Phone
9149372025
Signed
2020-07-11

Preparer

Firm
KOLBRENNER & ALEXANDER CPA'S LLC
Address
2777 SUMMER STREET SUITE 501, STAMFORD, CT 06905
Preparer
Max Kolbrenner
Phone
2038693199
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13520 SHS INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14250 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15300 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16200 SHS MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17500 SHS MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18475 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19300 SHS NESTLE S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20200 SHS PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21165 SHS THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22330 SHS VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23300 SHS VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24300 SHS WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25175 SHS WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26100 SHS 3M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27160 SHS MOODYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28275 SHS PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29150 SHS BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30250 SHS UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3180 SHS ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3255 SHS ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3365 SHS AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34100 SHS CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35325 SHS COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36100 SHS DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37140 SHS MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3865 SHS NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3959 SHS AMN HEALTHCARE SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4010 SHS ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4138 SHS ASPEN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4252 SHS BERKLEY W R CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4336 SHS CDW CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4425 SHS CHARLES RIVER LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4511 SHS COOPER COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4642 SHS COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4763 SHS DOCUSIGN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4880 SHS ELANCO ANIMAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4946 SHS EXPEDITORS INTL WASH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm506 SHS FAIR ISAAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5171 SHS FLIR SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5219 SHS HENRY JACK & ASSOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5344 SHS INTERACTIVE BROKERS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5415 SHS LENNOX INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5522 SHS MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5626 SHS NORDSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57100 SHS NVENT ELEC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5817 SHS POOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5921 SHS PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6022 SHS RBC BEARINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6158 SHS ROLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6249 SHS SCOTTS MIRACLE GRO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6343 SHS SITEONE LANDSCAPE SUPPLY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6473 SHS TERADYNE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6552 SHS THOR INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6613 SHS WINMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6714 SHS ZEBRA TECHNOLOGIES CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt027072
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0252258
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0279330
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0279330
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0252258
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt078100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt078100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027072
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027072
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0194931
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0575035
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01851
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01851
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0252258
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0273119
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0168
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0168
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0605
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0605
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt078188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06211
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt084399
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0279330
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0279330
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06211
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422010-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt221686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt349437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt617365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt725186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt82605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt93631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1014404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt119118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt124493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt147890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1516564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1646685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt171098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191137

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Filings

Displayed year

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

Open filing
Assets
$951,185
Liabilities
$0
Net assets
$951,185
Revenue
$279,330
Expenses
$84,399
Net income
$194,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.12$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.13$0.12$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.07$0.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.28$0.08$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.04$0.07$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.01$0.06$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.03$0.07$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.03$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.07$0.04
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$0.03$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.08$0.06$0.02