Civic Intelligence

Emil & Ruth Green Fdn-Jmg

990PF • Fiscal year 2023 • EIN 20-1182602

Jun 01, 2022 to May 31, 2023 • Filed on Aug 31, 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

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

65th percentile

$11,121

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

47th percentile

0.8%

Faster asset growth than 47% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-20%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$880,341

Up $7,061 (+0.8%) from 2022

Net Assets

Up

$880,341

Up $7,061 (+0.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin65th percentile

Revenue

Down

$62,711

Down $15,877 (-20%) from 2022

Expenses

Down

$54,642

Down $5,425 (-9.0%) from 2022

Net Income

Down

$8,069

Down $10,452 (-56%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2023

Assets$880,341
Liabilities$0
Net Assets$880,341
Open 2023 Filing

Operations Trend

Revenue Growth19th 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

2023

Revenue$62,711
Expenses$54,642
Net Income$8,069
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Aug 31, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ACo-Trustee-$11,121-$11,121
JAY GREENCo-Trustee-$5,440-$5,440
Filing and Contact Details

Filer

Filer Name
Emil & Ruth Green Fdn-jmg
EIN
20-1182602
Phone
6092746834
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
6092746834
Signed
2023-08-31
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/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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7461174X109 MONSTER BEVERAGE SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7581211K100 SEALED AIR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7631946M103 FIRST CITIZENS BANCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7705352A100 AVANTOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79743315103 PROGRESSIVE CORP/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81070830104 BATH & BODY WORKS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82759351604 REINSURANCE GROUP OF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84573874104 MARVELL TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85G6095L109 APTIV PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8626484T106 DUN AND BRADSTREET H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87830566105 SKECHERS U S A INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88929089100 VOYA FINL INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8931620R303 FIDELITY NATIONAL FI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9088033G407 TENET HEALTHCARE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91808513105 CHARLES SCHWAB CORP/
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0422372
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0412011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt038434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt009260B382 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt035767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt021855
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt040285
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0571
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt062711
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt062711
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt040285
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012113
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04448
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt016561
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt037000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt037000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021855
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021855
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt08069
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01005870
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt040285
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt057616
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0571
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt054
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt049113
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt054642
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt062140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt062711
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012113
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04524
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017642
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152012-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292021-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302021-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332021-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342022-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432020-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452021-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492022-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502022-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512020-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522020-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542020-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602012-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632015-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642012-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652012-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662012-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672020-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682019-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692019-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702019-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712019-07-16

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Filings

Displayed year

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

Open filing
Assets
$880,341
Liabilities
$0
Net assets
$880,341
Revenue
$62,711
Expenses
$54,642
Net income
$8,069
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