Civic Intelligence

Sherlock Charitable Foundation

990PF • Fiscal year 2020 • EIN 13-3837377

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

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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

14th percentile

-45%

Higher net margin than 14% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

22nd percentile

-4.1%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-75%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$912,211

Down $38,974 (-4.1%) from 2019

Net Assets

Down

$912,211

Down $38,974 (-4.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin14th percentile

Revenue

Down

$69,855

Down $209,475 (-75%) from 2019

Expenses

Up

$101,375

Up $16,976 (+20%) from 2019

Net Income

Down

-$31,520

Down $226,451 (-116%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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: $0Net Assets 2020: $912,2112020Assets 2021: $917,582Liabilities 2021: $0Net Assets 2021: $917,5822021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$912,211
Liabilities$0
Net Assets$912,211
Open 2020 Filing

Operations Trend

Revenue Growth5th 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

2020

Revenue$69,855
Expenses$101,375
Net Income-$31,520
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 Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM SHERLOCKPresident And Director-$0--
ROBERT SHERLOCKV Pres And Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCALVARY FUNDGENERAL CHARITABLE PURPOSESN/ABRONX, NY, US$10,000
Paid GrantWE ARE BLOODGENERAL CHARITABLE PURPOSESN/AAUSTIN, TX, US$10,000
Paid GrantCENTRAL TEXAS FOOD BANKGENERAL CHARITABLE PURPOSESN/AAUSTIN, TX, US$10,000
Paid GrantPERSON TO PERSONGENERAL CHARITABLE PURPOSESN/ADARIEN, CT, US$7,000
Paid GrantST ANDREWS SCHOOLGENERAL CHARITABLE PURPOSESN/AAUSTIN, TX, US$5,000
Paid GrantWESTPORT POLICE FOUNDATIONGENERAL CHARITABLE PURPOSESN/AWESTPORT, CT, US$5,000
Paid GrantFOOD RESCUE USGENERAL CHARITABLE PURPOSESN/ANORWALK, CT, US$5,000
Paid GrantNORWALK HOSPITALGENERAL CHARITABLE PURPOSESN/ANORWALK, CT, US$5,000
Paid GrantMANKIND PROJECTGENERAL CHARITABLE PURPOSESN/AKAYSVILLE, UT, US$5,000
Paid GrantINTERNATIONAL MOUNTAIN BIKING ASSOCIATIONGENERAL CHARITABLE PURPOSESN/ABOULDER, CO, US$2,500
Paid GrantAL'S ANGELSGENERAL CHARITABLE PURPOSESN/AWESTPORT, CT, US$2,000
Paid GrantBUILDERS BEYOND BORDERSGENERAL CHARITABLE PURPOSESN/ANORWALK, CT, US$2,000
Paid GrantST BALDRICK'S FOUNDATIONGENERAL CHARITABLE PURPOSESN/AMONROVIA, CA, US$1,500
Paid GrantWESTON EDUCATION FOUNDATIONGENERAL CHARITABLE PURPOSESN/AWESTON, CT, US$1,350
Paid GrantWESTON WARM-UP FUNDGENERAL CHARITABLE PURPOSESN/AWESTON, CT, US$1,100
Paid GrantASPETUCK LAND TRUSTGENERAL CHARITABLE PURPOSESN/AWESTPORT, CT, US$1,000
Paid GrantBIKETEXASGENERAL CHARITABLE PURPOSESN/AAUSTIN, TX, US$1,000
Paid GrantTHE GHISALLO FOUNDATIONGENERAL CHARITABLE PURPOSESN/AAUSTIN, TX, US$1,000
Paid GrantWESTON FOOD PANTRYGENERAL CHARITABLE PURPOSESN/AWESTON, CT, US$1,000
Paid GrantFILLING IN THE BLANKSGENERAL CHARITABLE PURPOSESN/ANORWALK, CT, US$1,000
Paid GrantCHILDREN'S CANCER RESEARCH FUNDGENERAL CHARITABLE PURPOSESN/AMINNEAPOLIS, MN, US$600
Paid GrantLACHAT TOWN FARMGENERAL CHARITABLE PURPOSESN/AWESTON, CT, US$500
Paid GrantWESTON HIGH SCHOOLGENERAL CHARITABLE PURPOSESN/AWESTON, CT, US$500
Paid GrantWESTON MIDDLE SCHOOL PTOGENERAL CHARITABLE PURPOSESN/AWESTON, CT, US$500
Paid GrantWESTON PBAGENERAL CHARITABLE PURPOSESN/AWESTON, CT, US$250
Paid GrantWESTON HISTORICAL SOCIETYGENERAL CHARITABLE PURPOSESN/AWESTON, CT, US$250
Paid GrantVETERANS OF FOREIGN WARSGENERAL CHARITABLE PURPOSESN/AWESTPORT, CT, US$50
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
2021-05-06

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/EOYFMVAmt5320897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt543742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5535800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5615325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5736780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5814800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5926335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6026746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt614422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt624173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt633460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt644261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt654628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt662791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm010 SHS ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1100 SHS DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm215 SHS COOPER COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3120 SHS HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4125 SHS DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm518 SHS ZEBRA TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6180 SHS MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm715 SHS LENNOX INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8150 SHS BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9150 SHS BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10160 SHS MOODYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11150 SHS THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1217 SHS POOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13175 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14175 SHS WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1519 SHS HENRY JACK & ASSOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16200 SHS MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17200 SHS PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1817 SHS MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1925 SHS CHARLES RIVER LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20250 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21250 SHS UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2226 SHS NORDSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23275 SHS PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24300 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25300 SHS NESTLE S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26300 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/StockNm3142 SHS COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3243 SHS SITEONE LANDSCAPE SUPPLY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3344 SHS INTERACTIVE BROKERS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34425 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3549 SHS SCOTTS MIRACLE GRO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3650 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/StockNm4358 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/StockNm4729 SHS DOCUSIGN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4865 SHS AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49260 SHS NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50700 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5171 SHS FLIR SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5273 SHS TERADYNE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5380 SHS ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54122 SHS ELANCO ANIMAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55800 SHS CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5635 SHS BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57260 SHS FIDELITY NATL INFORMATION SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5840 SHS ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59105 SHS ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6085 SHS SPOTIFY TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6138 SHS ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62103 SHS BENTLEY SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6320 SHS BRIGHT HORIZONS FAMILY SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm648 SHS CHEMED CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6524 SHS EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6631 SHS EXPONENT INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt028836
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt041019
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt069855
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt069855
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt041019
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt080100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt080100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028836
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028836
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-31520
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0199605
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt041019
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt048580
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0168
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0168
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016816
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016816
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0291
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0291
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt080100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0101375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt069855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt069855
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021275
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192010-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt214159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt315071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt415020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt57248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt75088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt98203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt105983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1511000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt182880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1911000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt203453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt222234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt233363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt241167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt252632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt263510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt272365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt282290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-2922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt59934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-1389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-2361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt103727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1121293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-436

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Filings

Displayed year

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

Open filing
Assets
$912,211
Liabilities
$0
Net assets
$912,211
Revenue
$69,855
Expenses
$101,375
Net income
-$31,520
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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