Civic Intelligence

Emil & Ruth Green Fdn-Djg

990PF • Fiscal year 2020 • EIN 20-1182596

Jun 01, 2019 to May 31, 2020 • Filed on Feb 20, 2021

Organization Profile
114 W 47th St Ny8-114-07-07New York, NY 10036-1510

(609) 274-6834

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

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

Liabilities / Revenue

71st percentile

0.00x

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

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

Net Margin

92nd percentile

95%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

80th percentile

$7,760

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$1,033,054

Up $551,221 (+114%) from 2016

Net Assets

$1,033,054

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin92nd percentile

Revenue

Up

$661,980

Up $638,238 (+2688%) from 2016

Expenses

Up

$33,880

Up $3,326 (+11%) from 2016

Net Income

Up

$628,100

Up $634,912 (+9320%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2012: $453,964Liabilities 2012: $02012Assets 2013: $460,745Liabilities 2013: $02013Assets 2014: $481,225Liabilities 2014: $02014Assets 2015: $488,704Liabilities 2015: $02015Assets 2016: $481,833Liabilities 2016: $02016Assets 2020: $1,033,054Liabilities 2020: $0Net Assets 2020: $1,033,0542020Assets 2021: $1,155,444Liabilities 2021: $0Net Assets 2021: $1,155,4442021Assets 2022: $1,200,236Liabilities 2022: $0Net Assets 2022: $1,200,2362022Assets 2023: $1,117,048Liabilities 2023: $12023Assets 2024: $1,183,598Liabilities 2024: $12024Assets 2025: $1,244,588Liabilities 2025: $0Net Assets 2025: $1,244,5882025

Highlighted filing

2020

Assets$1,033,054
Liabilities$0
Net Assets$1,033,054
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $34,667Expenses 2012: $27,413Net Income 2012: $7,2542012Revenue 2013: $34,560Expenses 2013: $26,872Net Income 2013: $7,6882013Revenue 2014: $53,667Expenses 2014: $28,552Net Income 2014: $25,1152014Revenue 2015: $34,242Expenses 2015: $30,354Net Income 2015: $3,8882015Revenue 2016: $23,742Expenses 2016: $30,554Net Income 2016: -$6,8122016Revenue 2020: $661,980Expenses 2020: $33,880Net Income 2020: $628,1002020Revenue 2021: $154,131Expenses 2021: $52,546Net Income 2021: $101,5852021Revenue 2022: $121,687Expenses 2022: $86,028Net Income 2022: $35,6592022Revenue 2023: $9,159Expenses 2023: $72,979Net Income 2023: -$63,8202023Revenue 2024: $135,130Expenses 2024: $71,362Net Income 2024: $63,7682024Revenue 2025: $139,626Expenses 2025: $78,023Net Income 2025: $61,6032025

Highlighted filing

2020

Revenue$661,980
Expenses$33,880
Net Income$628,100
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Feb 20, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co-Trustee-$7,760-$7,760
DEBRAH GREENCo-Trustee-$3,500-$3,500
Filing and Contact Details

Filer

Filer Name
Emil & Ruth Green Fdn-djg
EIN
20-1182596
Phone
6092746834
Address
114 W 47TH ST NY8-114-07-07, NEW YORK, NY 10036-1510

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
6092746834
Signed
2021-02-20
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41H01301128 ALCON SA ACT NOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4202209S103 ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4312514G108 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44256677105 DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46670100205 NOVO NORDISK A/S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47832696405 JM SMUCKER CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4802005N100 ALLY FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4926078J100 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50594918104 MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5160871R209 MOLSON COORS BREWING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52655844108 NORFOLK SOUTHERN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54548661107 LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5567103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5605523R107 BAE SYSTEMS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5730303M102 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58754730109 RAYMOND JAMES FINANC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59770323103 ROBERT HALF INTERNAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6080105N105 SANOFI-SYNTHELABO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61084670702 BERKSHIRE HATHAWAYIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62904784709 UNILEVER NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6309857L108 BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6468902V107 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6592826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6620825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67500472303 KONINKLIJKE PHILIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6922052L104 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7037045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7174762E102 QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7289832Q109 TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74835699307 SONY CORP ADR AMERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7501609W102 ALIBABA GROUP HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76036752103 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7735137L105 FOX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt014628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt009260B382 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt021973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt016705
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt036591
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0621
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt053917
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt053917
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt036591
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08156
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03104
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011260
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt021981
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt021981
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0608063
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016705
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016705
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0628100
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0330203
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt036591
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt049882
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0621
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0284
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt030137
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03414
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt033880
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt053296
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0661980
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08156
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03414
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011899
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292018-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332013-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372017-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392017-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412017-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452018-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472018-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482018-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502018-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562018-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572018-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582018-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602018-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612018-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622015-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662013-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692019-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732019-01-11

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,033,054
Liabilities
$0
Net assets
$1,033,054
Revenue
$661,980
Expenses
$33,880
Net income
$628,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.14$0.08$0.06
2024Summary only. Only limited summary data is available for this year.$1.18$0.00$0.14$0.07$0.06
2023Summary only. Only limited summary data is available for this year.$1.12$0.00$0.01$0.07$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.12$0.09$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.15$0.05$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.66$0.03$0.63
2016Summary only. Only limited summary data is available for this year.$0.48$0.00$0.02$0.03$0.01
2015Summary only. Only limited summary data is available for this year.$0.49$0.00$0.03$0.03$0.00
2014Summary only. Only limited summary data is available for this year.$0.48$0.00$0.05$0.03$0.03
2013Summary only. Only limited summary data is available for this year.$0.46$0.00$0.03$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.03$0.03$0.01