Civic Intelligence

Sherlock Charitable Foundation

990PF • Fiscal year 2021 • EIN 13-3837377

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
7 Bradley RoadWeston, CT 06883

(203) 341-0171

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

47th percentile

11%

Higher net margin than 47% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

32nd percentile

0.6%

Faster asset growth than 32% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

88%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$917,582

Up $5,371 (+0.6%) from 2020

Net Assets

Up

$917,582

Up $5,371 (+0.6%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin47th percentile

Revenue

Up

$131,343

Up $61,488 (+88%) from 2020

Expenses

Up

$117,261

Up $15,886 (+16%) from 2020

Net Income

Up

$14,082

Up $45,602 (+145%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2021

Assets$917,582
Liabilities$0
Net Assets$917,582
Open 2021 Filing

Operations Trend

Revenue Growth81st 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

2021

Revenue$131,343
Expenses$117,261
Net Income$14,082
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM SHERLOCKPresident And Director-$0--
ROBERT SHERLOCKV Pres And Director-$0--
Filing and Contact Details

Filer

Filer Name
Sherlock Charitable Foundation
EIN
13-3837377
Phone
2033410171
Address
7 BRADLEY ROAD, WESTON, CT 06883

Signing Officer

Name
Isabelle Sherlock
Title
President
Phone
2033410171
Signed
2022-05-05

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/StockNm21225 SHS UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2225 SHS NORDSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23250 SHS PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24300 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25300 SHS NESTLE S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26280 SHS VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27300 SHS WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28330 SHS VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2936 SHS CDW CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3030 SHS ASPEN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3140 SHS COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3238 SHS SITEONE LANDSCAPE SUPPLY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3369 SHS INTERACTIVE BROKERS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34340 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3548 SHS SCOTTS MIRACLE GRO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3640 SHS ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3750 SHS BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38500 SHS MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3969 SHS BERKLEY W R CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4052 SHS THOR INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41520 SHS INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4255 SHS ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4352 SHS AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4487 SHS ROLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm456 SHS FAIR ISAAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46600 SHS COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4765 SHS AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48260 SHS NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49625 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5051 SHS TERADYNE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5180 SHS ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52122 SHS ELANCO ANIMAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53725 SHS CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5435 SHS BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5540 SHS ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56105 SHS ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5785 SHS SPOTIFY TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5836 SHS ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59103 SHS BENTLEY SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6029 SHS BRIGHT HORIZONS FAMILY SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm618 SHS CHEMED CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6224 SHS EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6331 SHS EXPONENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6473 SHS DUCK CREEK TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6534 SHS LPL FINL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm665 SHS TELEDYNE TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm676 SHS BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6890 SHS FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69135 SHS LVMH MOET HENNESSY LOUIS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70100 SHS NVIDIA CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt027777
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0103566
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0131343
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0131343
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0103566
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt090500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt090500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027777
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027777
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt014082
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0225162
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01448
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01448
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0103566
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0104582
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt017031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017031
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt090500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026761
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0117261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0131343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0131343
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026761
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182011-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-06-14
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/CostOrOtherBasisAmt0224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1215600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1334522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1420205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt151519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt168000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt178000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt198299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt208000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt212761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt251400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt262180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt729

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$917,582
Liabilities
$0
Net assets
$917,582
Revenue
$131,343
Expenses
$117,261
Net income
$14,082
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