Civic Intelligence

Emil & Ruth Green Fdn-Jmg

990PF • Fiscal year 2021 • EIN 20-1182602

Jun 01, 2020 to May 31, 2021 • Filed on Oct 12, 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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

87th percentile

54%

Higher net margin than 87% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

65th percentile

$12,646

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

54th percentile

8.3%

Faster asset growth than 54% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$854,572

Up $65,779 (+8.3%) from 2020

Net Assets

Up

$854,572

Up $65,779 (+8.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin87th percentile

Revenue

Down

$120,998

Down $580,783 (-83%) from 2020

Expenses

Up

$55,284

Up $19,359 (+54%) from 2020

Net Income

Down

$65,714

Down $600,142 (-90%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$1.0M$500K$0Assets 2012: $306,649Liabilities 2012: $02012Assets 2013: $309,852Liabilities 2013: $02013Assets 2014: $316,348Liabilities 2014: $02014Assets 2015: $303,825Liabilities 2015: $02015Assets 2016: $282,653Liabilities 2016: $02016Assets 2019: $242,067Liabilities 2019: $0Net Assets 2019: $242,0672019Assets 2020: $788,793Liabilities 2020: $0Net Assets 2020: $788,7932020Assets 2021: $854,572Liabilities 2021: $0Net Assets 2021: $854,5722021Assets 2022: $873,280Liabilities 2022: $0Net Assets 2022: $873,2802022Assets 2023: $880,341Liabilities 2023: $0Net Assets 2023: $880,3412023Assets 2024: $887,129Liabilities 2024: $0Net Assets 2024: $887,1292024Assets 2025: $895,251Liabilities 2025: $0Net Assets 2025: $895,2512025

Highlighted filing

2021

Assets$854,572
Liabilities$0
Net Assets$854,572
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $23,599Expenses 2012: $24,324Net Income 2012: -$7252012Revenue 2013: $23,933Expenses 2013: $20,292Net Income 2013: $3,6412013Revenue 2014: $35,120Expenses 2014: $25,688Net Income 2014: $9,4322014Revenue 2015: $27,040Expenses 2015: $42,021Net Income 2015: -$14,9812015Revenue 2016: $14,586Expenses 2016: $35,965Net Income 2016: -$21,3792016Revenue 2019: $21,055Expenses 2019: $43,524Net Income 2019: -$22,4692019Revenue 2020: $701,781Expenses 2020: $35,925Net Income 2020: $665,8562020Revenue 2021: $120,998Expenses 2021: $55,284Net Income 2021: $65,7142021Revenue 2022: $78,588Expenses 2022: $60,067Net Income 2022: $18,5212022Revenue 2023: $62,711Expenses 2023: $54,642Net Income 2023: $8,0692023Revenue 2024: $58,286Expenses 2024: $52,436Net Income 2024: $5,8502024Revenue 2025: $63,493Expenses 2025: $54,861Net Income 2025: $8,6322025

Highlighted filing

2021

Revenue$120,998
Expenses$55,284
Net Income$65,714
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co-Trustee-$12,646-$12,646
JAY GREENTrustee-$2,625-$2,625
Filing and Contact Details

Filer

Filer Name
Emil & Ruth Green Fdn-jmg
EIN
20-1182602
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
2021-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35835699307 SONY CORP ADR AMERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36904784709 UNILEVER NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3735137L105 FOX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3837045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3930303M102 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4020825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41500472303 KONINKLIJKE PHILIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4292826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4322052L104 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4405523R107 BAE SYSTEMS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45754730109 RAYMOND JAMES FINANC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4689832Q109 TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4701609W102 ALIBABA GROUP HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49036752103 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50770323103 ROBERT HALF INTERNAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5174762E102 QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53084670702 BERKSHIRE HATHAWAYIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5409857L108 BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55517834107 LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5612504L109 CBRE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5712514G108 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58339041105 FLEETCOR TECHNOLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59191216100 COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60171779309 CIENA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6112541W209 CH ROBINSON WORLDWID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6214040H105 CAPITAL ONE FINANCIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63G0750C108 AXALTA COATING SYSTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64922475108 VEEVA SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6592857W308 VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6698156Q108 WORLD WRESTLING ENTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6826884L109 EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6945866F104 INTERCONTINENTAL EXC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7031620M106 FIDELITY NATL INFO S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71904767704 UNILEVER PLC AMER SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73038222105 APPLIED MATERIALS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt022209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt009260B382 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt022763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015721
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0102966
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02311
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0120998
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0120998
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0102966
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010213
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05059
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015271
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt032000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt032000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015721
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015721
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt065714
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0340491
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0102966
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0113354
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt043
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt043
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02311
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0231
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07970
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt042213
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt055284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0118687
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0120998
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010213
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05333
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023284
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322012-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412019-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462019-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472012-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572018-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582018-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602020-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612020-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642020-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702013-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722017-09-18

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$854,572
Liabilities
$0
Net assets
$854,572
Revenue
$120,998
Expenses
$55,284
Net income
$65,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$0.63$0.55$0.09
2024Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$0.58$0.52$0.06
2023Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.80$0.63$0.55$0.08
2022Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$0.79$0.60$0.19
2021Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$1.21$0.55$0.66
2020Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$7.02$0.36$6.66
2019Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.21$0.44$0.22
2016Summary only. Only limited summary data is available for this year.$2.83$0.00$0.15$0.36$0.21
2015Summary only. Only limited summary data is available for this year.$3.04$0.00$0.27$0.42$0.15
2014Summary only. Only limited summary data is available for this year.$3.16$0.00$0.35$0.26$0.09
2013Summary only. Only limited summary data is available for this year.$3.10$0.00$0.24$0.20$0.04
2012Summary only. Only limited summary data is available for this year.$3.07$0.00$0.24$0.24$0.01
Peer Organizations

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