Civic Intelligence

Robert K Else Family Charitable Foundation

990PF • Fiscal year 2020 • EIN 20-1765162

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization Profile
129 Apple Nook CourtMankato, MN 56001

(507) 387-4990

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

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

Liabilities / Revenue

29th percentile

0.00x

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

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

Net Margin

92nd percentile

68%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

59th percentile

6.7%

Faster asset growth than 59% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,709,102

Up $108,058 (+6.7%) from 2019

Net Assets

$1,709,102

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin92nd percentile

Revenue

Up

$159,220

Up $18,442 (+13%) from 2019

Expenses

Up

$51,162

Up $25,526 (+100%) from 2019

Net Income

Down

$108,058

Down $7,084 (-6.2%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $553,994Liabilities 2010: $0Net Assets 2010: $553,9942010Assets 2011: $642,598Liabilities 2011: $0Net Assets 2011: $642,5982011Assets 2012: $679,975Liabilities 2012: $0Net Assets 2012: $679,9752012Assets 2013: $777,175Liabilities 2013: $0Net Assets 2013: $777,1752013Assets 2014: $876,775Liabilities 2014: $0Net Assets 2014: $876,7752014Assets 2015: $986,842Liabilities 2015: $0Net Assets 2015: $986,8422015Assets 2016: $1,082,929Liabilities 2016: $0Net Assets 2016: $1,082,9292016Assets 2017: $1,462,616Liabilities 2017: $0Net Assets 2017: $1,462,6162017Assets 2019: $1,601,044Liabilities 2019: $02019Assets 2020: $1,709,102Liabilities 2020: $0Net Assets 2020: $1,709,1022020Assets 2021: $1,834,503Liabilities 2021: $0Net Assets 2021: $1,834,5032021Assets 2022: $1,838,121Liabilities 2022: $0Net Assets 2022: $1,838,1212022Assets 2023: $1,807,436Liabilities 2023: $0Net Assets 2023: $1,807,4362023Assets 2024: $1,836,216Liabilities 2024: $0Net Assets 2024: $1,836,2162024

Highlighted filing

2020

Assets$1,709,102
Liabilities$0
Net Assets$1,709,102
Open 2020 Filing

Operations Trend

Revenue Growth70th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $88,0242010Expenses 2011: $52,3322011Expenses 2012: $102,8482012Revenue 2013: $140,660Expenses 2013: $43,460Net Income 2013: $97,2002013Revenue 2014: $139,727Expenses 2014: $40,127Net Income 2014: $99,6002014Revenue 2015: $137,293Expenses 2015: $27,226Net Income 2015: $110,0672015Revenue 2016: $139,311Expenses 2016: $43,224Net Income 2016: $96,0872016Revenue 2017: $439,819Expenses 2017: $60,132Net Income 2017: $379,6872017Revenue 2019: $140,778Expenses 2019: $25,636Net Income 2019: $115,1422019Revenue 2020: $159,220Expenses 2020: $51,162Net Income 2020: $108,0582020Revenue 2021: $197,630Expenses 2021: $72,229Net Income 2021: $125,4012021Revenue 2022: $128,792Expenses 2022: $125,174Net Income 2022: $3,6182022Revenue 2023: $151,608Expenses 2023: $182,293Net Income 2023: -$30,6852023Revenue 2024: $208,008Expenses 2024: $159,228Net Income 2024: $48,7802024

Highlighted filing

2020

Revenue$159,220
Expenses$51,162
Net Income$108,058
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lenore M ElseDirector, Chair-$0--
Lori Else ButlerDirector, President-$0--
Robert K Else IIDirector, Vice President-$0--
Eric ElseDirector, Secretary/Treasu-$0--
Filing and Contact Details

Filer

Filer Name
Robert K Else
EIN
20-1765162
Phone
5073874990
Address
129 Apple Nook Court, Mankato, MN 56001

Signing Officer

Name
Lenore Else
Title
Chair
Phone
5073874990
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
111 S 2nd St Ste 300, Mankato, MN 56001-6281
Preparer
Ann Coleman CPA
Phone
5073876031
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LAUDER ESTEE CoS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MONDELEz INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PARKER HANNIFIN CoRP COMMON SToCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ROCKWELL AUTOMATION INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ACCENTURE PLC IRELAND CL A FOREIGN STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67AMERIPRISE FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69DOLLAR GEN CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70FIDELITY NATL INFORMATION SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1129613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Schwab US Reit - SCHH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FT FRANKLIN UTILITIES C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1170145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt019758
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt019856
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010049
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt058
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt049721
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt049721
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02235
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02235
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt019856
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt044240
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt044240
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0109499
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019757
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019758
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0108058
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0300463
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010049
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010049
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt019856
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt045527
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04123
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0539
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt051162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt049720
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0159220
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02260
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04193
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt149000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt216302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt417507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt67036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt735581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt46839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt811484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt46839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt811484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt149000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt217462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt424346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt66149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt738597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt811484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS Financial Services #44389 - Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS Financial Services #44389 - Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UBS Financial Services #52488 - Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3UBS Financial Services #52488 - Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4UBS Financial Services #52509 - Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5UBS Financial Services #52509 - Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6US Bank NA Trust Services #080015092300-Short-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7US Bank NA Trust Services #080015092300-Long-term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019856
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0108058
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01709102
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01601044
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01709102
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt089337
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt089337
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt089337
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt089970
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0633
IRS990PF/DistributableAmountGrp/TotalTaxAmt0633
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0633
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0633
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0633
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01965935

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Filings

Displayed year

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

Open filing
Assets
$1,709,102
Liabilities
$0
Net assets
$1,709,102
Revenue
$159,220
Expenses
$51,162
Net income
$108,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.21$0.16$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.15$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.13$0.13$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.20$0.07$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.16$0.05$0.11
2019Summary only. Only limited summary data is available for this year.$1.60$0.00$0.14$0.03$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.44$0.06$0.38
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.14$0.04$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.14$0.03$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.14$0.04$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.14$0.04$0.10
2012Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.09