Civic Intelligence

Albert a and Bertram N Linder Foundation Inc

990PF • Fiscal year 2020 • EIN 13-6100590

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
Adeptus Partners 244 West 54th St 9New York, NY 10019

(212) 758-8050

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.04x

Higher debt load relative to assets than 52% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

1.76x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

3rd percentile

-262%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

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

Asset Growth

29th percentile

-1.8%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

5th percentile

-73%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$1,868,870

Down $33,717 (-1.8%) from 2019

Net Assets

Down

$1,791,754

Down $110,833 (-5.8%) from 2019

Liabilities

Up

$77,116

Up $77,116 from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin3rd percentile

Revenue

Down

$43,840

Down $116,806 (-73%) from 2019

Expenses

Up

$158,758

Up $449 (+0.3%) from 2019

Net Income

Down

-$114,918

Down $117,255 (-5017%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,233,569Liabilities 2011: $02011Assets 2012: $1,257,029Liabilities 2012: $0Net Assets 2012: $1,257,0292012Assets 2013: $1,252,432Liabilities 2013: $0Net Assets 2013: $1,252,4322013Assets 2014: $2,094,310Liabilities 2014: $0Net Assets 2014: $2,094,3102014Assets 2015: $2,115,251Liabilities 2015: $0Net Assets 2015: $2,115,2512015Assets 2016: $2,002,805Liabilities 2016: $0Net Assets 2016: $2,002,8052016Assets 2017: $1,944,651Liabilities 2017: $0Net Assets 2017: $1,944,6512017Assets 2018: $1,897,606Liabilities 2018: $0Net Assets 2018: $1,897,6062018Assets 2019: $1,902,587Liabilities 2019: $0Net Assets 2019: $1,902,5872019Assets 2020: $1,868,870Liabilities 2020: $77,116Net Assets 2020: $1,791,7542020Assets 2021: $4,217,484Liabilities 2021: $0Net Assets 2021: $4,217,4842021Assets 2022: $4,279,563Liabilities 2022: $0Net Assets 2022: $4,279,5632022Assets 2023: $552Liabilities 2023: $0Net Assets 2023: $5522023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$1,868,870
Liabilities$77,116
Net Assets$1,791,754
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$5.0M$0-$5.0MRevenue 2011: $118,297Expenses 2011: $145,726Net Income 2011: -$27,4292011Expenses 2012: $100,3512012Revenue 2013: $99,686Expenses 2013: $104,283Net Income 2013: -$4,5972013Revenue 2014: $989,245Expenses 2014: $147,189Net Income 2014: $842,0562014Revenue 2015: $156,687Expenses 2015: $137,591Net Income 2015: $19,0962015Revenue 2016: $28,020Expenses 2016: $140,788Net Income 2016: -$112,7682016Revenue 2017: $77,723Expenses 2017: $136,842Net Income 2017: -$59,1192017Revenue 2018: $103,985Expenses 2018: $152,837Net Income 2018: -$48,8522018Revenue 2019: $160,646Expenses 2019: $158,309Net Income 2019: $2,3372019Revenue 2020: $43,840Expenses 2020: $158,758Net Income 2020: -$114,9182020Revenue 2021: $3,543,018Expenses 2021: $255,338Net Income 2021: $3,287,6802021Revenue 2022: $308,371Expenses 2022: $282,222Net Income 2022: $26,1492022Revenue 2023: $131,556Expenses 2023: $4,411,023Net Income 2023: -$4,279,4672023Revenue 2024: $3Expenses 2024: $555Net Income 2024: -$5522024

Highlighted filing

2020

Revenue$43,840
Expenses$158,758
Net Income-$114,918
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY MELAMEDVP & Sec-$0--
LAWRENCE M GABEPres & Treas-$0--
CONSTANCE SISLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Albert a and Bertram N Linder
EIN
13-6100590
Phone
2127588050
Address
ADEPTUS PARTNERS 244 WEST 54TH ST 9, NEW YORK, NY 10019

Signing Officer

Name
Gary Melamed
Title
VP & Sec
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Adeptus Partners LLC
Address
244 WEST 54TH STREET 9TH FLOOR, NEW YORK, NY 10019
Preparer
Howard S Krant
Phone
2127588050
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6568 FIRST CTZNS BACSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm669 SHS INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67285 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6867 SHS MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69568 SHS NEW RESIDENTIAL INVT PFD 6.375%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70138 SHS SEAGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7144 SHS SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72520 SHS SUNRUN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73105 SHS SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74844 SHS TWITTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7588 SHS VEEVA SYS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76116 SHS AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77303 BRISTOL MYERS SQUIBB
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0505083
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0552325
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt049705
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt010829
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-16712
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt060552
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-16712
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt043840
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt013465
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0122500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0122500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt049705
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt049705
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt049705
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-114918
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01746466
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt01422
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01280
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01422
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-5883
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt016193
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt033561
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02426
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt031135
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt033561
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt01075
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01075
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt049723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt036258
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0125228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033530
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0158758
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt049723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt043840
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt036258
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02728
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033530
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432020-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462019-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472020-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482020-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502020-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552019-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572018-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622018-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642017-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662018-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682018-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712019-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722018-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732018-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772018-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782017-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792019-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802018-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812017-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822020-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852020-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862019-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902020-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912019-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942019-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952019-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962020-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982020-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002019-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012020-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032019-11-13

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Filings

Displayed year

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

Open filing
Assets
$1,868,870
Liabilities
$77,116
Net assets
$1,791,754
Revenue
$43,840
Expenses
$158,758
Net income
-$114,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$4.41$4.28
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.31$0.28$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$3.54$0.26$3.29
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.08$1.79$0.04$0.16$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.16$0.16$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.10$0.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.08$0.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.03$0.14$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.16$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.99$0.15$0.84
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.10$0.10$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.12$0.15$0.03