Civic Intelligence

Fitzsimmons Foundation

990PF • Fiscal year 2022 • EIN 20-8728898

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

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

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

5th percentile

-189%

Higher net margin than 5% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

29th percentile

-5.5%

Faster asset growth than 29% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

-4.4%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,045,035

Down $293,663 (-5.5%) from 2021

Net Assets

Down

$5,045,035

Down $293,663 (-5.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin5th percentile

Revenue

Down

$155,407

Down $7,118 (-4.4%) from 2021

Expenses

Up

$448,543

Up $59,110 (+15%) from 2021

Net Income

Down

-$293,136

Down $66,228 (-29%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2022

Assets$5,045,035
Liabilities$0
Net Assets$5,045,035
Open 2022 Filing

Operations Trend

Revenue Growth39th 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

2022

Revenue$155,407
Expenses$448,543
Net Income-$293,136
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

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

Filer

Filer Name
Fitzsimmons Foundation
EIN
20-8728898
Address
80 12th Street Suite 107, Wheeling, WV 26003

Signing Officer

Name
Kayleen F Clough
Title
Trustee
Phone
3042771700
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Herndon Morton Herndon Yaeger
Address
83 Edgington Lane, Wheeling, WV 26003
Preparer
Robert J Krall
Phone
3042422300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm581300 SHS VESTA WINDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5957 SHS VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60145 SHS VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61250 SHS VULCAN MATERIALS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62280 SHS WALGREENS BOOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63210 SHS WALMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64250 SHS WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651000 SHS WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66550 SHS 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm675930 SHS ISHARES IBNDS DEC2022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm687828 SHS ISHARES IBNDS DEC2023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm695848 SHS ISHARES IBNDS DEC2024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm703886 SHS ISHARES IBNDS DEC2025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm713957 SHS ISHARES IBNDS DEC2026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm723881 SHS ISHARES IBNDS DEC2027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm733627 SHS ISHARES IBNDS DEC2028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm741000 SHS ISHARES MSCI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm751700 SHS ISHARES SP MIDCAP400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761300 SHS ISHARES SP MIDCAP400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm771580 SHS ISHARES S&P SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm781260 SHS ISHARES SP SML CAP600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm791846498SHS AMERIC FD EUROPACI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8019646180SHS AMERIC FD NEW WRL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm813664872SHS DODGE&COX INTL STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82175 SHS AMER TWR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83125 SHS PUBLIC STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84845 SHS WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85362 SHS WARNER BROS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8630 SHS EMBECTA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt325000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt420000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt525000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt625000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt720000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt820000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt920000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1020000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1120000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1225000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1325000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1420000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1525000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1620000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1720000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1820000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1920000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2025000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2220000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2320000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0100K ALLY BANK CORP 2.25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MERRICK BANK 2.7%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2100K MORGAN STANLEY 2.35%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FIRST NTNL BANK 3.15%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4DALLAS CAPITAL BANK 1%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CUSTOMERS BANK 3.2%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MIZRAHI TEFAHOT 2.6%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BARCLAYS BANK 2.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BANK OF HOPE 1.55%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9MORGAN STANLEY 2.9%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10WASHINGTON FEDER 1.95%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11BANKERS BANK 3.05%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FIRST NTNL BANK 2.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13BARCLAYS BANK 3.2%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14INSTITUTION FOR S 1.4%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15DISCOVER BANK 3.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16UBS BANK 2%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17MORGAN STANLEY 3.15%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18TOYOTA FINL SAVIN 2.4%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19LIVE OAK BANKINGN 3.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20WELLS FARGO & CO 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21SYNCHRONY BANK 3.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22GOLDMAN SACHS BAN 1.9%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23GOLDMAN SACHS 2.45%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119598
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt296299
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt324559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt419966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt524533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt624976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt719336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt819931
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt919461
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1019895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1119465
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1224872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1324344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1419810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1524378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1619819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1719344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1819794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1919407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2024765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2124220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2219554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2319591
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt08697
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt1148002
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionCd003
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionCd104
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0156699
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0156699
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0446100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0446100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0148002
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0148002
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-293136
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0418676
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08697
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08697
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1292
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0156680
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02346
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0446197
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0448543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0156699
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0155407
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt025014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt220000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt320000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt420000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt520000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt625000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt720000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8149954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt920000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt420000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt520000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt620000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt720000

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,045,035
Liabilities
$0
Net assets
$5,045,035
Revenue
$155,407
Expenses
$448,543
Net income
-$293,136
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