Civic Intelligence

Ralph T Coe Foundation for the Arts Inc

990PF • Fiscal year 2021 • EIN 20-8705481

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization Profile
1590 Pacheco St Ste BSanta Fe, NM 87505-4234

(505) 988-9646

Siviq Scores

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

Liabilities / Assets

94th percentile

0.06x

Higher debt load relative to assets than 94% of similar nonprofits.

2021 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

98th percentile

1.22x

Higher debt load relative to revenue than 98% of similar nonprofits.

2021 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2021

Net Margin

29th percentile

2.5%

Higher net margin than 29% of similar nonprofits.

2021 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

90th percentile

$103,680

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2021 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2021

Asset Growth

19th percentile

-0.5%

Faster asset growth than 19% of similar nonprofits.

2021 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

19%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$11,596,523

Down $57,688 (-0.5%) from 2020

Net Assets

Up

$10,922,913

Up $13,767 (+0.1%) from 2020

Liabilities

Down

$673,610

Down $71,455 (-9.6%) from 2020

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin29th percentile

Revenue

Up

$551,871

Up $88,766 (+19%) from 2020

Expenses

Up

$538,104

Up $102,620 (+24%) from 2020

Net Income

Down

$13,767

Down $13,854 (-50%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$15M$10M$5.0M$0Assets 2010: $439Liabilities 2010: $0Net Assets 2010: $4392010Assets 2011: $13,160,635Liabilities 2011: $0Net Assets 2011: $13,160,6352011Assets 2012: $13,055,246Liabilities 2012: $676Net Assets 2012: $13,054,5702012Assets 2013: $12,998,570Liabilities 2013: $6,787Net Assets 2013: $12,991,7832013Assets 2014: $13,038,605Liabilities 2014: $5,318Net Assets 2014: $13,033,2872014Assets 2015: $12,672,008Liabilities 2015: $8,823Net Assets 2015: $12,663,1852015Assets 2017: $11,218,729Liabilities 2017: $4,970Net Assets 2017: $11,213,7592017Assets 2018: $11,082,063Liabilities 2018: $7,410Net Assets 2018: $11,074,6532018Assets 2019: $10,934,946Liabilities 2019: $53,421Net Assets 2019: $10,881,5252019Assets 2020: $11,654,211Liabilities 2020: $745,065Net Assets 2020: $10,909,1462020Assets 2021: $11,596,523Liabilities 2021: $673,610Net Assets 2021: $10,922,9132021Assets 2022: $11,257,193Liabilities 2022: $644,904Net Assets 2022: $10,612,2892022Assets 2023: $10,899,762Liabilities 2023: $619,457Net Assets 2023: $10,280,3052023Assets 2024: $10,583,315Liabilities 2024: $591,417Net Assets 2024: $9,991,8982024

Highlighted filing

2021

Assets$11,596,523
Liabilities$673,610
Net Assets$10,922,913
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,4552010Expenses 2011: $5,007,6942011Expenses 2012: $243,8792012Revenue 2013: $209,051Expenses 2013: $271,838Net Income 2013: -$62,7872013Revenue 2014: $340,744Expenses 2014: $299,240Net Income 2014: $41,5042014Revenue 2015: $40,481Expenses 2015: $410,583Net Income 2015: -$370,1022015Revenue 2017: $277,447Expenses 2017: $446,678Net Income 2017: -$169,2312017Revenue 2018: $343,089Expenses 2018: $460,980Net Income 2018: -$117,8912018Revenue 2019: $318,772Expenses 2019: $511,321Net Income 2019: -$192,5492019Revenue 2020: $463,105Expenses 2020: $435,484Net Income 2020: $27,6212020Revenue 2021: $551,871Expenses 2021: $538,104Net Income 2021: $13,7672021Revenue 2022: $368,587Expenses 2022: $679,213Net Income 2022: -$310,6262022Revenue 2023: $494,685Expenses 2023: $764,917Net Income 2023: -$270,2322023Revenue 2024: $190,953Expenses 2024: $479,360Net Income 2024: -$288,4072024

Highlighted filing

2021

Revenue$551,871
Expenses$538,104
Net Income$13,767
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL DE WIXOMPresidnet, Ex OfficioFT$103,680-$103,680
VANESSA ELMORESecretary-$0--
KENNETH JOHNSONVice President-$0--
GERALD G STIEBELDirector-$0--
WILL WILSONDirector-$0--
RANDY J BROKESHOULDERDirector-$0--
JESSA RAE GROWING THUNDERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ralph T Coe Center for the Arts Inc
EIN
20-8705481
Phone
5059889646
Address
1590 PACHECO ST STE B, SANTA FE, NM 87505-4234

Signing Officer

Name
Rachel Wixom
Title
Executive Director
Phone
5059889646
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Anthony W Belletete CPA LLC
Address
PO BOX 1346, LOS ALAMOS, NM 87544
Preparer
Anthony W Belletete
Phone
5052251120
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0STATEMENT REGARDING AMENDED RETURN - RETURN IS BEING AMENDED TO REFLECT CHANGES TO AMOUNTS REPORTED
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1STATEMENT OF CHARITABLE ACTIVITIES The Coe explores and connects through experiencing the worlds Ind
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0STATEMENT REGARDING AMENDED RETURN - RETURN IS BEING AMENDED TO REFLECT CHANGES TO AMOUNTS REPORTED FOR 2020 DUE TO AN AMENDED 2020 REURN BEING FILED. RETURN IS ALSO AMENDED TO REDUCE DEDUCTION FOR WAGES PAID BASED UPON EMPLOYEE RETENTION CREDIT APPLIED FOR. TOTAL DEDUCTION IN WAGES AND 2021 CREDIT APPLIED FOR 50,517.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1STATEMENT OF CHARITABLE ACTIVITIES The Coe explores and connects through experiencing the worlds Indigenous arts. COVID continues to challenge us. In 2021 we reopened to visitors regaining an estimate of 25 visitors at our First Friday open house event held on the first Friday of each month. Individual tours have increased from preCOVID from less than one visit per month to averaging two or more individual tours per month and one partnering/local institution visit per month. In 2021 we increased the number of artist residencies at the Coe from one or two in 2020 to as many as five or six over the entire year expanding to include a poetry residency. In 2021 we resumed inperson our HandsOn Curatorial Program working with 4 high school students from 3 different local schools resulting in their successful exhibition launch in May with approximately 75 attendees. Due to demand the exhibition was extended an extra reaching in person approximately 200 people and even more via our website. Our website and social media outreach improved growing our mailing list by about 25% STATEMENT OF CHARITABLE ACTIVITIES CONTINUED Collections Spotlight continued online via Zoom events. We held 8 events reaching directly approximately 320 people and posting the video on the Coe YouTube channel grew the audience to approximately 500. Our monthly online Eletter with articles about works in the collection The Virtual Coe the open rate remained consistent by averaging between 2328% and our email list gained 500 new addresses from approximately 2000 to 2500. We were able to successfully complete Conservation of Ourselves An Indigenous survey of James Kivetoruk Moses. Due to COVID this project was delayed by almost two years. In 2021 not only were we able to exhibition 65 works by the artist at the Coe Center which reached approx.. 150 people during a COVID lockdown but launched the program on line reaching an even larger audience in particular the artists home community in Alaska. We continue to be challenged by COVID in how we can safely bring our programs to the public.
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0651310
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt05124
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01282
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05124
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06406
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0276991
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt0103680
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0103680
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0103680
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt044545
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt022457
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt022457
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt023331
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt065875
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt065875
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt065875
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt013767
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt020305
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt020305
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt020305
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0685041
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt027510
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt027510
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0171
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0171
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0171
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt027510
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0276991
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt058679
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt020305
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt086997
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt014524
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt086997
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0101521
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt028941
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt028941
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt028941
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt057882
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt020183
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt079269
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt020183
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt099452
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt055080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt055080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0143984
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt036355
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt037489
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt036355
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt073844
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt028496
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt04265
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt028496
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt032791
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0141431
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0359743
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0177457
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0359743
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0538104
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0418422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0551871
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0359743
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0177457
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0359743
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0538104
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt011687
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt011687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232014-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252014-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt351989-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt361989-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382018-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392018-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412018-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt036104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt517411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt634312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt710238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt917709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1019710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt118021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt129973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1316479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt144368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt152912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt164688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt174445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1810913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1910913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2016107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2214439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt232888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2410531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt255255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2610698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2815122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt294141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt304796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt326784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt335731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt342638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt372810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3811232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt393705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4011232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4119290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-13596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-11669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt226066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt323216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt49792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-4774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-7633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt710206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt82737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt917767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt104787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-1478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1415023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1513112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt164565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt174808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1811687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1910351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt208893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2119763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt228411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt232190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt249780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2515426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt268279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt284840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29-980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30-1183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31-565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32-2139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33-1815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34-884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3514454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3614083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3711144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3810709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt395513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4016421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt411515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-13596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-11669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt226066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt323216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt49792

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Filings

Displayed year

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

Open filing
Assets
$11,596,523
Liabilities
$673,610
Net assets
$10,922,913
Revenue
$551,871
Expenses
$538,104
Net income
$13,767
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.6$0.59$9.99$0.19$0.48$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.62$10.3$0.49$0.76$0.27
2022Detailed filing. Detailed filing data is available for this year.$11.3$0.64$10.6$0.37$0.68$0.31
2021Detailed filing. Detailed filing data is available for this year.$11.6$0.67$10.9$0.55$0.54$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.75$10.9$0.46$0.44$0.03
2019Detailed filing. Detailed filing data is available for this year.$10.9$0.05$10.9$0.32$0.51$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.01$11.1$0.34$0.46$0.12
2017Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.28$0.45$0.17
2015Detailed filing. Detailed filing data is available for this year.$12.7$0.01$12.7$0.04$0.41$0.37
2014Detailed filing. Detailed filing data is available for this year.$13.0$0.01$13.0$0.34$0.30$0.04
2013Detailed filing. Detailed filing data is available for this year.$13.0$0.01$13.0$0.21$0.27$0.06
2012Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.24
2011Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$5.01
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00