Civic Intelligence

Fitzsimmons Foundation

990PF • Fiscal year 2019 • EIN 20-8728898

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

Organization Profile
80 12th Street Suite 107Wheeling, WV 26003

(304) 233-5275

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

7th percentile

-77%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

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

Asset Growth

24th percentile

-2.6%

Faster asset growth than 24% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

25%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$5,775,706

Down $154,282 (-2.6%) from 2018

Net Assets

Down

$5,775,706

Down $154,282 (-2.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin7th percentile

Revenue

Up

$199,843

Up $40,196 (+25%) from 2018

Expenses

Up

$354,125

Up $67,234 (+23%) from 2018

Net Income

Down

-$154,282

Down $27,038 (-21%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,066,537Liabilities 2011: $02011Assets 2012: $1,982,109Liabilities 2012: $02012Assets 2013: $1,911,362Liabilities 2013: $02013Assets 2014: $3,396,885Liabilities 2014: $02014Assets 2015: $3,268,136Liabilities 2015: $02015Assets 2017: $6,042,698Liabilities 2017: $0Net Assets 2017: $6,042,6982017Assets 2018: $5,929,988Liabilities 2018: $0Net Assets 2018: $5,929,9882018Assets 2019: $5,775,706Liabilities 2019: $0Net Assets 2019: $5,775,7062019Assets 2020: $5,567,662Liabilities 2020: $0Net Assets 2020: $5,567,6622020Assets 2021: $5,338,698Liabilities 2021: $0Net Assets 2021: $5,338,6982021Assets 2022: $5,045,035Liabilities 2022: $0Net Assets 2022: $5,045,0352022Assets 2023: $4,768,433Liabilities 2023: $0Net Assets 2023: $4,768,4332023Assets 2024: $4,564,449Liabilities 2024: $0Net Assets 2024: $4,564,4492024

Highlighted filing

2019

Assets$5,775,706
Liabilities$0
Net Assets$5,775,706
Open 2019 Filing

Operations Trend

Revenue Growth80th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $34,994Expenses 2011: $89,635Net Income 2011: -$54,6412011Revenue 2012: $20,525Expenses 2012: $104,953Net Income 2012: -$84,4282012Revenue 2013: $41,254Expenses 2013: $112,001Net Income 2013: -$70,7472013Revenue 2014: $1,597,566Expenses 2014: $112,043Net Income 2014: $1,485,5232014Revenue 2015: $99,731Expenses 2015: $224,960Net Income 2015: -$125,2292015Revenue 2017: $2,168,029Expenses 2017: $230,978Net Income 2017: $1,937,0512017Revenue 2018: $159,647Expenses 2018: $286,891Net Income 2018: -$127,2442018Revenue 2019: $199,843Expenses 2019: $354,125Net Income 2019: -$154,2822019Revenue 2020: $167,868Expenses 2020: $375,912Net Income 2020: -$208,0442020Revenue 2021: $162,525Expenses 2021: $389,433Net Income 2021: -$226,9082021Revenue 2022: $155,407Expenses 2022: $448,543Net Income 2022: -$293,1362022Revenue 2023: $196,473Expenses 2023: $473,075Net Income 2023: -$276,6022023Revenue 2024: $194,430Expenses 2024: $398,414Net Income 2024: -$203,9842024

Highlighted filing

2019

Revenue$199,843
Expenses$354,125
Net Income-$154,282
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT P FITZSIMMONSTrustee & President-$0--
SUNNI L FITZSIMMONSTrustee & Vice President-$0--
ROBERT J FITZSIMMONSTrustee & Secretary-$0--
CLAYTON J FITZSIMMONSTrustee & Treasurer-$0--
KAYLEEN F CLOUGHTrustee & 2nd V President-$0--
Filing and Contact Details

Filer

Filer Name
Fitzsimmons Foundation
EIN
20-8728898
Phone
3042335275
Address
80 12TH STREET SUITE 107, WHEELING, WV 26003

Signing Officer

Name
Kayleen F Clough
Title
Trustee
Phone
3042335275
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Herndon Morton Herndon & Yaeger
Address
83 EDGINGTON LANE, WHEELING, WV 26003-1541
Preparer
Robert J Krall
Phone
3042422300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57280SHS WALGREENS BOOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58210SHS WALMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59250SHS WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm601,000SHS WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61550SHS 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6212,023SHS ISHARES IBONDS DEC 2021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm635,930SHS ISHARES IBONDS DEC 2022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm647,828SHS ISHARES IBONDS DEC 2023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm655,848SHS ISHARES IBONDS DEC 2024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm663,886SHS ISHARES IBONDS DEC 2025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm673,957SHS ISHARES IBONDS DEC 2026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm683,381SHS ISHARES IBONDS DEC 2027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm693,627SHS ISHARES IBONDS DEC 2028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701,000SHS ISHARES MSCI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71425SHS ISHARES S&P MIDCAP 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72650SHS ISHARES S&P MIDCAP 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73790SHS ISHARES S&P SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74630SHS ISHARES S&P SMALL CAP 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm751,668.404SHS AMERICAN FD EUROPACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761,795.598SHS AMERICAN FD NEW WORLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm773,664.872SHS DODGE & COX INTL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78175 SHS AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79125 SHS PUBLIC STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80845SHS WEYERHAEUSER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0100K GOLDMAN SACHS 1.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1100K ALLY BANK CORP 2.25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2100K MIDFIRST BANK 2.35%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3100K MORGAN STANLEY 2.35%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4100K MORGAN STANLEY 2.35%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5100K NORTHFIELD BANCOR 2.1%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6100K SALLIE MAE BANK 2.2%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7100K VERITEX COMMUNITY 2.45%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8100K WELLS FARGO 3.0%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt099805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1100847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2100042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3100198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4101665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5100190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6100510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7100794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8101202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0163274
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt027370
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09199
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0199843
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0199843
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt027370
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0345909
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0345909
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0163274
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0163274
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-154282
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03129324
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09199
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09199
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt027370
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0196423
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03420
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03420
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0347385
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03420
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0354125
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0199843
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0199843
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01476
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03420
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362018-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt074937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt151094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt252742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt352639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt453028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7240000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt810000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt925029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10163496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1116247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1327689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1525049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1925062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20200000

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Filings

Displayed year

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

Open filing
Assets
$5,775,706
Liabilities
$0
Net assets
$5,775,706
Revenue
$199,843
Expenses
$354,125
Net income
-$154,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.19$0.40$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.20$0.47$0.28
2022Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.16$0.45$0.29
2021Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.16$0.39$0.23
2020Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.17$0.38$0.21
2019Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.20$0.35$0.15
2018Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.16$0.29$0.13
2017Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$2.17$0.23$1.94
2015Summary only. Only limited summary data is available for this year.$3.27$0.00$0.10$0.22$0.13
2014Summary only. Only limited summary data is available for this year.$3.40$0.00$1.60$0.11$1.49
2013Summary only. Only limited summary data is available for this year.$1.91$0.00$0.04$0.11$0.07
2012Summary only. Only limited summary data is available for this year.$1.98$0.00$0.02$0.10$0.08
2011Summary only. Only limited summary data is available for this year.$2.07$0.00$0.03$0.09$0.05