Civic Intelligence

Emil & Ruth Green Fdn-Jmg

990PF • Fiscal year 2020 • EIN 20-1182602

Jun 01, 2019 to May 31, 2020 • Filed on Feb 22, 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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$4,791

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

97th percentile

226%

Faster asset growth than 97% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

3233%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$788,793

Up $546,726 (+226%) from 2019

Net Assets

Up

$788,793

Up $546,726 (+226%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin97th percentile

Revenue

Up

$701,781

Up $680,726 (+3233%) from 2019

Expenses

Down

$35,925

Down $7,599 (-17%) from 2019

Net Income

Up

$665,856

Up $688,325 (+3063%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2020

Assets$788,793
Liabilities$0
Net Assets$788,793
Open 2020 Filing

Operations Trend

Revenue Growth100th 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

2020

Revenue$701,781
Expenses$35,925
Net Income$665,856
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Feb 22, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Co-Trustee-$4,791-$4,791
JAY GREENTrustee-$3,500-$3,500
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
2021-02-22
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/StockNm4023331A109 DR HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41269246401 E*TRADE FINANCIAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4260871R209 MOLSON COORS BREWING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43867914103 SUNTRUST BANKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4502005N100 ALLY FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4602079K305 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4846625H100 J P MORGAN CHASE & C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50670100205 NOVO NORDISK A/S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51867224107 SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52902973304 US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54H01301128 ALCON SA ACT NOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5568902V107 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5680105N105 SANOFI-SYNTHELABO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57835699307 SONY CORP ADR AMERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58904784709 UNILEVER NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5935137L105 FOX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6037045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6130303M102 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6220825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63500472303 KONINKLIJKE PHILIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6492826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6522052L104 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6605523R107 BAE SYSTEMS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67754730109 RAYMOND JAMES FINANC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6889832Q109 TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6901609W102 ALIBABA GROUP HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71036752103 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72770323103 ROBERT HALF INTERNAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7374762E102 QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75084670702 BERKSHIRE HATHAWAYIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7609857L108 BOOKING HLDGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt017629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt009260B382 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt017074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt09482
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt072924
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0165
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt082571
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt082571
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt072924
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06375
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01916
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt08291
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt027250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt027250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0619210
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09482
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09482
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0665856
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0501613
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt072924
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt080303
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0171
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0368
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt033625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt082406
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0701781
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06375
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02103
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08675
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272017-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282017-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332015-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352018-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382018-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412018-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442018-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462018-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472018-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502018-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552019-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572015-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582017-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602019-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612019-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622017-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652017-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672017-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692019-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732018-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742018-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752018-10-16

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$788,793
Liabilities
$0
Net assets
$788,793
Revenue
$701,781
Expenses
$35,925
Net income
$665,856
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