Civic Intelligence

Constans Culver Foundation XXXXX0000

990PF • Fiscal year 2020 • EIN 13-6048059

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 22, 2021

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

50th percentile

4.8%

Higher net margin than 50% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

65th percentile

$67,775

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

39th percentile

0.4%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-2.1%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,641,162

Up $18,149 (+0.4%) from 2019

Net Assets

Up

$4,641,162

Up $18,149 (+0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin50th percentile

Revenue

Down

$391,775

Down $8,482 (-2.1%) from 2019

Expenses

Up

$373,102

Up $3,692 (+1.0%) from 2019

Net Income

Down

$18,673

Down $12,174 (-39%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,878,178Liabilities 2010: $0Net Assets 2010: $4,878,1782010Assets 2011: $4,874,459Liabilities 2011: $12011Assets 2012: $4,823,354Liabilities 2012: $02012Assets 2013: $4,925,073Liabilities 2013: $02013Assets 2014: $4,959,792Liabilities 2014: $02014Assets 2015: $4,803,141Liabilities 2015: $02015Assets 2018: $4,591,578Liabilities 2018: $0Net Assets 2018: $4,591,5782018Assets 2019: $4,623,013Liabilities 2019: $0Net Assets 2019: $4,623,0132019Assets 2020: $4,641,162Liabilities 2020: $0Net Assets 2020: $4,641,1622020Assets 2021: $4,927,724Liabilities 2021: $0Net Assets 2021: $4,927,7242021Assets 2022: $4,630,199Liabilities 2022: $0Net Assets 2022: $4,630,1992022Assets 2023: $4,614,050Liabilities 2023: $12023

Highlighted filing

2020

Assets$4,641,162
Liabilities$0
Net Assets$4,641,162
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $318,6572010Revenue 2011: $334,218Expenses 2011: $338,060Net Income 2011: -$3,8422011Revenue 2012: $305,346Expenses 2012: $350,065Net Income 2012: -$44,7192012Revenue 2013: $433,830Expenses 2013: $328,063Net Income 2013: $105,7672013Revenue 2014: $388,624Expenses 2014: $353,272Net Income 2014: $35,3522014Revenue 2015: $216,193Expenses 2015: $384,413Net Income 2015: -$168,2202015Revenue 2018: $272,803Expenses 2018: $375,758Net Income 2018: -$102,9552018Revenue 2019: $400,257Expenses 2019: $369,410Net Income 2019: $30,8472019Revenue 2020: $391,775Expenses 2020: $373,102Net Income 2020: $18,6732020Revenue 2021: $664,838Expenses 2021: $379,158Net Income 2021: $285,6802021Revenue 2022: $97,584Expenses 2022: $394,638Net Income 2022: -$297,0542022Revenue 2023: $334,131Expenses 2023: $400,866Net Income 2023: -$66,7352023

Highlighted filing

2020

Revenue$391,775
Expenses$373,102
Net Income$18,673
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 22, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$67,775-$67,775
DOROTHY S BROOKECo-Trustee-$4,073-$4,073
JANNA C COLLINSCo-Trustee-$4,073-$4,073
Filing and Contact Details

Filer

Filer Name
Constans Culver Foundation Xxxxx0000
EIN
13-6048059
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2021-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5446432F842 ISHARES CORE MSCI EA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5548129C207 JPM GL RES ENH IDX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56655844108 NORFOLK SOUTHERN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5767066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58718172109 PHILIP MORRIS INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6098956P102 ZIMMER BIOMET HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63191216100 COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65315911750 FIDELITY 500 INDEX-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6711135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6846641Q696 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6956585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7064110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7170450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7279466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7383002G306 SIX CIRCLES US UNCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7483002G405 SIX CIRCLES INTL UNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7600287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77015351109 ALEXION PHARMACEUTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7822052L104 CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7926614N102 DUPONT DE NEMOURS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82742718109 PROCTER & GAMBLE CO/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86031100100 AMETEK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8709857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8946434G103 ISHARES CORE MSCI EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91518439104 ESTEE LAUDER COMPANI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92693506107 PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9375513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95N07059210 ASML HOLDING NV-NY R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt078884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt155000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt252500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt354700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt012628J881 CRM LNG/SHRT OPPORT-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109257V508 BLACKSTONE ALT MULTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt209250J734 BLACKROCK EVNT DRVN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt364128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt472201U638 PIMCO MRTG OPP & BND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt075039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt155166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt258203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt356027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0118248
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0273527
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0391775
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0391775
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0273527
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt033387
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt042534
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt075921
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0290000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0290000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0117782
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0118248
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt018673
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01912268
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0273527
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0346644
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02131
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0323637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt044665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0373102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0391309
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0391775
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt033637
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt044665
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt083102
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222012-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242012-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252012-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282007-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302012-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342013-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362012-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452011-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462009-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482018-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492011-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502009-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522019-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532009-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542011-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552013-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562018-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582019-05-20

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,641,162
Liabilities
$0
Net assets
$4,641,162
Revenue
$391,775
Expenses
$373,102
Net income
$18,673
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.61$0.00$0.33$0.40$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.00$4.63$0.10$0.39$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.00$4.93$0.66$0.38$0.29
2020Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.39$0.37$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$0.40$0.37$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.00$4.59$0.27$0.38$0.10
2015Summary only. Only limited summary data is available for this year.$4.80$0.00$0.22$0.38$0.17
2014Summary only. Only limited summary data is available for this year.$4.96$0.00$0.39$0.35$0.04
2013Summary only. Only limited summary data is available for this year.$4.93$0.00$0.43$0.33$0.11
2012Summary only. Only limited summary data is available for this year.$4.82$0.00$0.31$0.35$0.04
2011Summary only. Only limited summary data is available for this year.$4.87$0.00$0.33$0.34$0.00
2010Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.32