Civic Intelligence

Eleanor Williams Research Foundation

990PF • Fiscal year 2023 • EIN 14-8159365

Jun 01, 2022 to May 31, 2023 • Filed on Sep 06, 2023

Organization Profile
PO Box 1532Pennington, NJ 08534

(609) 274-6834

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

13th percentile

0.00x

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

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$34,261

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Asset Growth

46th percentile

1.5%

Faster asset growth than 46% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-45%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,442,911

Up $36,913 (+1.5%) from 2022

Net Assets

Up

$2,442,911

Up $36,913 (+1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin77th percentile

Revenue

Down

$186,376

Down $150,275 (-45%) from 2022

Expenses

Down

$148,340

Down $1,731 (-1.2%) from 2022

Net Income

Down

$38,036

Down $148,544 (-80%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,831,458Liabilities 2012: $02012Assets 2013: $1,812,973Liabilities 2013: $02013Assets 2014: $1,820,297Liabilities 2014: $02014Assets 2015: $1,879,166Liabilities 2015: $02015Assets 2016: $1,911,939Liabilities 2016: $02016Assets 2019: $2,058,019Liabilities 2019: $0Net Assets 2019: $2,058,0192019Assets 2020: $2,139,433Liabilities 2020: $0Net Assets 2020: $2,139,4332020Assets 2021: $2,216,661Liabilities 2021: $0Net Assets 2021: $2,216,6612021Assets 2022: $2,405,998Liabilities 2022: $0Net Assets 2022: $2,405,9982022Assets 2023: $2,442,911Liabilities 2023: $0Net Assets 2023: $2,442,9112023Assets 2024: $2,499,473Liabilities 2024: $0Net Assets 2024: $2,499,4732024Assets 2025: $2,392,051Liabilities 2025: $0Net Assets 2025: $2,392,0512025

Highlighted filing

2023

Assets$2,442,911
Liabilities$0
Net Assets$2,442,911
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$400K$200K$0-$200KRevenue 2012: $113,809Expenses 2012: $139,227Net Income 2012: -$25,4182012Revenue 2013: $124,820Expenses 2013: $141,272Net Income 2013: -$16,4522013Revenue 2014: $155,706Expenses 2014: $146,381Net Income 2014: $9,3252014Revenue 2015: $219,226Expenses 2015: $156,347Net Income 2015: $62,8792015Revenue 2016: $190,647Expenses 2016: $156,802Net Income 2016: $33,8452016Revenue 2019: $182,039Expenses 2019: $160,580Net Income 2019: $21,4592019Revenue 2020: $221,450Expenses 2020: $139,684Net Income 2020: $81,7662020Revenue 2021: $233,559Expenses 2021: $149,268Net Income 2021: $84,2912021Revenue 2022: $336,651Expenses 2022: $150,071Net Income 2022: $186,5802022Revenue 2023: $186,376Expenses 2023: $148,340Net Income 2023: $38,0362023Revenue 2024: $200,343Expenses 2024: $143,503Net Income 2024: $56,8402024Revenue 2025: $53,245Expenses 2025: $157,900Net Income 2025: -$104,6552025

Highlighted filing

2023

Revenue$186,376
Expenses$148,340
Net Income$38,036
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Sep 6, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$34,261-$34,261
Filing and Contact Details

Filer

Filer Name
Eleanor Williams Research Fdn
EIN
14-8159365
Phone
6092746834
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
6092746834
Signed
2023-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3715189T107 CENTERPOINT ENERGY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3821036P108 CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39780259305 ROYAL DUTCH SHELL PL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40H01301128 ALCON SA ACT NOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4217275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43363576109 ARTHUR J GALLAGHER &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44754730109 RAYMOND JAMES FINANC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4503073E105 AMERISOURCEBERGEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46192446102 COGNIZANT TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4750540R409 LABORATORY CORP AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48651229106 NEWELL BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49744573106 PUBLIC SERVICE ENTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50775109200 ROGERS COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5198956P102 ZIMMER BIOMET HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5203769M106 APOLLO GLOBAL MANAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53075887109 BECTON DICKINSON AND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5422052L104 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5531620M106 FIDELITY NATL INFO S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5642809H107 HESS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57670100205 NOVO NORDISK A/S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58816851109 SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59125523100 CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6020030N101 COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61525327102 LEIDOS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6292343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63G96629103 WILLIS TOWERS WATSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64191216100 COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6524906P109 DENTSPLY SIRONA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66256677105 DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67521865204 LEAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6859156R108 METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70854502101 STANLEY BLACK & DECK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7192826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72BEGINNING BALANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7300206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74174610105 CITIZENS FINANCIAL G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75502431109 L3HARRIS TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7614149Y108 CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77751212101 RALPH LAUREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7830161N101 EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7974435K204 PRUDENTIAL PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8026884L109 EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81500754106 KRAFT HEINZ CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8245866F104 INTERCONTINENTAL EXC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84835699307 SONY CORP ADR AMERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85532457108 ELI LILLY & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8731946M103 FIRST CITIZENS BANCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8869331C108 PG&E CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89595112103 MICRON TECHNOLOGY
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0390509
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt033581
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt030474
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0124018
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013704
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt034261
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0107765
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0107765
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt060637
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt060905
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt038036
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0909359
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0124018
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0170510
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0139
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0139
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01453
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0302
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0128322
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0148340
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0184655
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0186376
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020557
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014145
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt040575
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92021-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152021-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222016-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252021-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272021-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292022-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302021-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332021-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412018-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432018-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442018-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452022-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472021-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482021-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492021-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502021-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512019-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522019-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542020-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552014-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572018-12-17

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,442,911
Liabilities
$0
Net assets
$2,442,911
Revenue
$186,376
Expenses
$148,340
Net income
$38,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.05$0.16$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.20$0.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.19$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.34$0.15$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.23$0.15$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.22$0.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.18$0.16$0.02
2016Summary only. Only limited summary data is available for this year.$1.91$0.00$0.19$0.16$0.03
2015Summary only. Only limited summary data is available for this year.$1.88$0.00$0.22$0.16$0.06
2014Summary only. Only limited summary data is available for this year.$1.82$0.00$0.16$0.15$0.01
2013Summary only. Only limited summary data is available for this year.$1.81$0.00$0.12$0.14$0.02
2012Summary only. Only limited summary data is available for this year.$1.83$0.00$0.11$0.14$0.03