Civic Intelligence

Gene a Salmon Charitable Trust Co Busey

990PF • Fiscal year 2019 • EIN 20-7135495

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 10, 2020

Organization Profile
PO Box 260Champaign, IL 61824-0260

(217) 365-4500

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

4th percentile

-133%

Higher net margin than 4% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

38th percentile

$57,567

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 24.1% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$7,141,168

Down $1,313,743 (-16%) from 2015

Net Assets

$7,141,168

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin4th percentile

Revenue

Down

$239,128

Down $11,036 (-4.4%) from 2015

Expenses

Up

$557,471

Up $1,979 (+0.4%) from 2015

Net Income

Down

-$318,343

Down $13,015 (-4.3%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2011: $8,453,952Liabilities 2011: $02011Assets 2012: $8,377,470Liabilities 2012: $02012Assets 2013: $8,595,263Liabilities 2013: $02013Assets 2014: $8,751,908Liabilities 2014: $02014Assets 2015: $8,454,911Liabilities 2015: $02015Assets 2019: $7,141,168Liabilities 2019: $0Net Assets 2019: $7,141,1682019Assets 2020: $6,922,586Liabilities 2020: $0Net Assets 2020: $6,922,5862020Assets 2021: $7,264,706Liabilities 2021: $0Net Assets 2021: $7,264,7062021Assets 2022: $6,931,611Liabilities 2022: $0Net Assets 2022: $6,931,6112022Assets 2023: $6,789,054Liabilities 2023: $0Net Assets 2023: $6,789,0542023Assets 2024: $8,473,193Liabilities 2024: $0Net Assets 2024: $8,473,1932024

Highlighted filing

2019

Assets$7,141,168
Liabilities$0
Net Assets$7,141,168
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $332,120Expenses 2011: $518,366Net Income 2011: -$186,2462011Revenue 2012: $621,047Expenses 2012: $537,640Net Income 2012: $83,4072012Revenue 2013: $737,183Expenses 2013: $529,111Net Income 2013: $208,0722013Revenue 2014: $709,883Expenses 2014: $552,647Net Income 2014: $157,2362014Revenue 2015: $250,164Expenses 2015: $555,492Net Income 2015: -$305,3282015Revenue 2019: $239,128Expenses 2019: $557,471Net Income 2019: -$318,3432019Revenue 2020: $341,858Expenses 2020: $560,995Net Income 2020: -$219,1372020Revenue 2021: $920,118Expenses 2021: $581,932Net Income 2021: $338,1862021Revenue 2022: $359,422Expenses 2022: $702,396Net Income 2022: -$342,9742022Revenue 2023: $622,422Expenses 2023: $739,884Net Income 2023: -$117,4622023Revenue 2024: $2,492,136Expenses 2024: $767,004Net Income 2024: $1,725,1322024

Highlighted filing

2019

Revenue$239,128
Expenses$557,471
Net Income-$318,343
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUSEY BANKTrustee-$57,567-$57,567
Filing and Contact Details

Filer

Filer Name
Gene a Salmon Charitable Trust
EIN
20-7135495
Phone
2173654500
Address
PO BOX 260, CHAMPAIGN, IL 61824-0260

Signing Officer

Name
Busey Bank
Title
Trustee
Phone
2173654500
Signed
2020-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
2021 S FIRST ST SUITE 110, CHAMPAIGN, IL 61820
Preparer
Delinda Hawkins
Phone
2173529100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CITIGROUPINC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DISCOVER FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GLOBE LIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GOLDMANSACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23REGIONS FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CHARLES SCHWAB CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25USBANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28BECTON DICKINSON AND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DANAHER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EXPEDITORS INTL OF WASHINGTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41FORTIVE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43KANSAS CITY SOUTHERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45JOHNSON CONTROLS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NVENT ELECTRIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PENTAIR PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51COGNIZANTTECHNOLOGYSOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MASTERCARD INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LYONDELBASELLINDUSTRIESNV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63CROWN CASTLE INTERNATIONAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66OMNICOM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VIACOMCBS INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70AMERICAN CENTUR YMID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71CONGRESS MID CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72LSV SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ISHARESISHARES RUSSELL ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74COHEN & STEERS GLOBAL INFRASTRUCTURE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75DFA INTERNATIONAL CORE EQUITY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76DFA LARGE CAP INTERNATIONAL PORTFOLIO INSTL CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS F-3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78FIDELITY INVESTMENTS TOTAL INTERNATIONAL INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79GMO TRUST TAX-MAANGED INTERNATIONAL EQUITIES FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80GMO INT'L OPP EQUITY ALLOC INT'L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VANGUARD INTERNATIONAL EXPLORER FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82BROOKFIELD INVESTMENT FUNDS GLOBAL LISTED RE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83AQR EMERGING MULTI-STYLE R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85FIDELITY EMERGING MARKETS INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86AQR FUNDS PREMIA ALTERNATIVE FUND R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87BLACKROCK EVENT DRIVEN EQUITY FUND INSTL SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88BLACKROCK SYSTEMATIC MULTI-STRAGEGY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89CALAMOS MARKET NAUTRAL INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90GMO SGM MAJOR MARKETS FUND CLASS III
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91BRISTOL MYERS SQUIBB CONTINGENT VAL RT
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0497994
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0502278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt178653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PROQUEST INVESTMENTS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1THE MARINA LIMITED PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt143981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0221324
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011710
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-287
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0THE MARINA LIMITED PARTNERSHIP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt06094
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0232747
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt06094
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0238841
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05360
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05360
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011710
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt057567
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt057567
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0466989
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0466989
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0221324
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0221324
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-318343
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0913292
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011710
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0144792
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019189
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019189
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06052
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08292
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0466989
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt088242
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0557471
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0233034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0239128
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt088242
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt090482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0367673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1533909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-6708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt316388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt316388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0369702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1527201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt316388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - SHORT TERM

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,141,168
Liabilities
$0
Net assets
$7,141,168
Revenue
$239,128
Expenses
$557,471
Net income
-$318,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.47$0.00$8.47$2.49$0.77$1.73
2023Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.62$0.74$0.12
2022Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.36$0.70$0.34
2021Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.92$0.58$0.34
2020Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.34$0.56$0.22
2019Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.24$0.56$0.32
2015Summary only. Only limited summary data is available for this year.$8.45$0.00$0.25$0.56$0.31
2014Summary only. Only limited summary data is available for this year.$8.75$0.00$0.71$0.55$0.16
2013Summary only. Only limited summary data is available for this year.$8.60$0.00$0.74$0.53$0.21
2012Summary only. Only limited summary data is available for this year.$8.38$0.00$0.62$0.54$0.08
2011Summary only. Only limited summary data is available for this year.$8.45$0.00$0.33$0.52$0.19