Civic Intelligence

Stuntz Family Foundation

990PF • Fiscal year 2021 • EIN 13-3979253

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 14, 2022

Organization Profile
CO Eisneramper 733 Third AvenueNew York, NY 10017

(212) 949-8700

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • NTEE T • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.03x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • NTEE T • $5M-$10M nonprofits • Source year 2021

Net Margin

49th percentile

25%

Higher net margin than 49% of similar nonprofits.

2021 filings • NTEE T • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2021 filings • NTEE T • $5M-$10M nonprofits • Source year 2021

Asset Growth

38th percentile

1.9%

Faster asset growth than 38% of similar nonprofits.

2021 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$5,702,214

Up $103,879 (+1.9%) from 2020

Net Assets

$5,688,269

No earlier filing loaded for comparison.

Liabilities

Up

$13,945

Up $1,955 (+16%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin49th percentile

Revenue

Down

$528,287

Down $111,905 (-17%) from 2020

Expenses

Down

$397,651

Down $78,555 (-16%) from 2020

Net Income

Down

$130,636

Down $33,350 (-20%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,667,082Liabilities 2011: $02011Assets 2012: $6,459,234Liabilities 2012: $9,1722012Assets 2013: $6,463,587Liabilities 2013: $4,4992013Assets 2014: $6,423,487Liabilities 2014: $4,4172014Assets 2015: $6,236,672Liabilities 2015: $5,1502015Assets 2016: $5,988,785Liabilities 2016: $5,656Net Assets 2016: $5,983,1292016Assets 2018: $5,688,729Liabilities 2018: $5,337Net Assets 2018: $5,683,3922018Assets 2019: $5,420,985Liabilities 2019: $9,7122019Assets 2020: $5,598,335Liabilities 2020: $11,9902020Assets 2021: $5,702,214Liabilities 2021: $13,945Net Assets 2021: $5,688,2692021Assets 2022: $5,820,713Liabilities 2022: $17,3132022Assets 2023: $6,456,981Liabilities 2023: $15,1382023Assets 2024: $6,514,915Liabilities 2024: $22,395Net Assets 2024: $6,492,5202024

Highlighted filing

2021

Assets$5,702,214
Liabilities$13,945
Net Assets$5,688,269
Open 2021 Filing

Operations Trend

Revenue Growth25th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $520,331Expenses 2011: $253,922Net Income 2011: $266,4092011Revenue 2012: $303,738Expenses 2012: $520,758Net Income 2012: -$217,0202012Revenue 2013: $538,853Expenses 2013: $524,827Net Income 2013: $14,0262013Revenue 2014: $499,085Expenses 2014: $539,103Net Income 2014: -$40,0182014Revenue 2015: $284,865Expenses 2015: $472,413Net Income 2015: -$187,5482015Revenue 2016: $291,173Expenses 2016: $539,566Net Income 2016: -$248,3932016Revenue 2018: $278,428Expenses 2018: $472,261Net Income 2018: -$193,8332018Revenue 2019: $296,892Expenses 2019: $600,607Net Income 2019: -$303,7152019Revenue 2020: $640,192Expenses 2020: $476,206Net Income 2020: $163,9862020Revenue 2021: $528,287Expenses 2021: $397,651Net Income 2021: $130,6362021Revenue 2022: $700,286Expenses 2022: $585,155Net Income 2022: $115,1312022Revenue 2023: $999,922Expenses 2023: $361,479Net Income 2023: $638,4432023Revenue 2024: $755,768Expenses 2024: $705,091Net Income 2024: $50,6772024

Highlighted filing

2021

Revenue$528,287
Expenses$397,651
Net Income$130,636
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 14, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAYO S STUNTZ JRPresident-$0--
ELIZABETH STUNTZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Stuntz Family Foundation
EIN
13-3979253
Phone
2129498700
Address
CO EISNERAMPER 733 THIRD AVENUE, NEW YORK, NY 10017

Signing Officer

Name
Mayo S Stuntz Jr
Title
President
Phone
2129498700
Signed
2022-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
733 THIRD AVENUE, NEW YORK, NY 10017-2703
Preparer
Peter Michaelson
Phone
2129498700
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35175.00 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3665.00 NORFOLK SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37200.00 ORGANON & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3850.00 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39200.00 PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4060.00 PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41100.00 PEPSICO, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42400.00 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43140.00 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44110.67.00 PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45100.00 RAYTHEON TECHNOLOGIESINC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46100.00 SALESFORCE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47200.00 SCHLUMBERGER LTD F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48200.00 SPLUNK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49400.00 SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50110.00 T ROWE PRICE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51120.00 THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52120.00 THE WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5340.00 THERMO FISHER SCNTFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5480.00 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5530.00 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56300.00 VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5749.00 VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58120.00 WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59120.00 ZOETIS INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60100.00 ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm613103.9028.00 SPDR S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6225.00 SPDR S&P MIDCAP 400 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63200.00 VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64WCM FOCUSED INTERNATIONAL GROWTH INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65367.000 ABBVIE INC COM (ABBV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6671.000 ADOBE INC (ADBE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67400.000 APPLE INC (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68534.000 BLACKSTONE GROUP INC CL A (BX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69100.000 BROADCOM INC (AVGO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70314.000 CHEVRON CORP (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71600.000 CISCO SYS INC (CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72102.000 HOME DEPOT INC (HD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73202.000 HONEYWELL INTL INC (HON)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74213.000 JOHNSON & JOHNSON (JNJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75278.000 JPMORGAN CHASE & CO (JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76146.000 MC DONALDS CORP (MCD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77353.000 MERCK & CO INC NEW COM (MRK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78120.000 META PLATFORMS INC CL A (FB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79378.000 METLIFE INCORPORATED (MET)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80194.000 MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81300.000 NIKE INC B (NKE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8292.000 NORTHROP GRUMMAN CP(HLDG CO) (NOC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83203.000 PEPSICO INC NC (PEP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84372.000 PHILIP MORRIS INTL INC (PM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85226.000 PROCTER & GAMBLE (PG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8698.000 S&P GLOBAL INC COM (SPGI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87374.000 TAIWAN SMCNDCTR MFG CO LTD ADR (TSM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88100.000 UNITEDHEALTH GP INC (UNH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89160.000 VISA INC CL A (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90226.000 WALMART INC (WMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91246.000 WALT DISNEY CO HLDG CO (DIS)
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0654295
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0708752
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0159951
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0158940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1105000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2400000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt381250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5408415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0397,000 TAG RELATIVE VALUE OFFSHORE FUND, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1105,000 MILLENNIUM INT'L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2400,000 EMPYREAN CAPITAL OVERSEAS FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt381,250 SEG PARTNERS OFFSHOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4500,000 TACONIC OPP OFFSHR FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5350,000 POTRERO CAPITAL RESEARCH PARTNERS II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01579165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1944349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2590033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3892632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4925398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5569959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0364687
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0163506
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt020
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt074
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0528287
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0528287
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt024518
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt024518
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt049036
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0176396
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0258360
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0258360
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0339273
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0364687
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0130636
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01568919
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01362
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01362
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0163506
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0432630
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt066300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt071973
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt09194
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt074
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt073
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0283128
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt092253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0397651
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0524883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0528287
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024768
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt092253
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0139291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52009-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt067950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1812002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28196

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Filings

Displayed year

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

Open filing
Assets
$5,702,214
Liabilities
$13,945
Net assets
$5,688,269
Revenue
$528,287
Expenses
$397,651
Net income
$130,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.51$0.02$6.49$0.76$0.71$0.05
2023Summary only. Only limited summary data is available for this year.$6.46$0.02$1.00$0.36$0.64
2022Summary only. Only limited summary data is available for this year.$5.82$0.02$0.70$0.59$0.12
2021Detailed filing. Detailed filing data is available for this year.$5.70$0.01$5.69$0.53$0.40$0.13
2020Summary only. Only limited summary data is available for this year.$5.60$0.01$0.64$0.48$0.16
2019Summary only. Only limited summary data is available for this year.$5.42$0.01$0.30$0.60$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.69$0.01$5.68$0.28$0.47$0.19
2016Detailed filing. Detailed filing data is available for this year.$5.99$0.01$5.98$0.29$0.54$0.25
2015Summary only. Only limited summary data is available for this year.$6.24$0.01$0.28$0.47$0.19
2014Summary only. Only limited summary data is available for this year.$6.42$0.00$0.50$0.54$0.04
2013Summary only. Only limited summary data is available for this year.$6.46$0.00$0.54$0.52$0.01
2012Summary only. Only limited summary data is available for this year.$6.46$0.01$0.30$0.52$0.22
2011Summary only. Only limited summary data is available for this year.$6.67$0.00$0.52$0.25$0.27