Civic Intelligence

Houser Trust Fro Lydia E Clark

990PF • Fiscal year 2020 • EIN 22-6632402

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization Profile
114 W 47th St Ny8-114-07-07New York, NY 10036-1510

(212) 852-3049

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Net Margin

73rd percentile

44%

Higher net margin than 73% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

97th percentile

$15,432

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 17.1% of source-year revenue.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Asset Growth

71st percentile

5.7%

Faster asset growth than 71% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

96%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$754,034

Up $40,483 (+5.7%) from 2019

Net Assets

$754,034

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin73rd percentile

Revenue

Up

$90,483

Up $44,241 (+96%) from 2019

Expenses

Up

$50,809

Up $1,062 (+2.1%) from 2019

Net Income

Up

$39,674

Up $43,179 (+1232%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$1.0M$500K$0Assets 2011: $602,102Liabilities 2011: $02011Assets 2012: $605,132Liabilities 2012: $02012Assets 2013: $632,910Liabilities 2013: $02013Assets 2014: $663,192Liabilities 2014: $02014Assets 2015: $662,788Liabilities 2015: $02015Assets 2018: $717,518Liabilities 2018: $0Net Assets 2018: $717,5182018Assets 2019: $713,551Liabilities 2019: $12019Assets 2020: $754,034Liabilities 2020: $0Net Assets 2020: $754,0342020Assets 2021: $827,162Liabilities 2021: $0Net Assets 2021: $827,1622021Assets 2022: $849,302Liabilities 2022: $0Net Assets 2022: $849,3022022Assets 2023: $857,744Liabilities 2023: $12023Assets 2024: $903,812Liabilities 2024: $0Net Assets 2024: $903,8122024

Highlighted filing

2020

Assets$754,034
Liabilities$0
Net Assets$754,034
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $55,427Expenses 2011: $36,925Net Income 2011: $18,5022011Revenue 2012: $42,735Expenses 2012: $38,222Net Income 2012: $4,5132012Revenue 2013: $67,304Expenses 2013: $39,122Net Income 2013: $28,1822013Revenue 2014: $73,867Expenses 2014: $42,305Net Income 2014: $31,5622014Revenue 2015: $45,124Expenses 2015: $44,561Net Income 2015: $5632015Revenue 2018: $74,482Expenses 2018: $48,575Net Income 2018: $25,9072018Revenue 2019: $46,242Expenses 2019: $49,747Net Income 2019: -$3,5052019Revenue 2020: $90,483Expenses 2020: $50,809Net Income 2020: $39,6742020Revenue 2021: $130,575Expenses 2021: $57,283Net Income 2021: $73,2922021Revenue 2022: $83,975Expenses 2022: $61,989Net Income 2022: $21,9862022Revenue 2023: $63,845Expenses 2023: $55,354Net Income 2023: $8,4912023Revenue 2024: $104,869Expenses 2024: $58,517Net Income 2024: $46,3522024

Highlighted filing

2020

Revenue$90,483
Expenses$50,809
Net Income$39,674
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$15,432-$15,432
Filing and Contact Details

Filer

Filer Name
Houser Trust for Lydia E Clark
EIN
22-6632402
Phone
2128523049
Address
114 W 47TH ST NY8-114-07-07, NEW YORK, NY 10036-1510

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2166987V109 NOVARTIS AG SPNSRD A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22902973304 US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2300130H105 AES CORP/VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2402079K305 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2509062X103 BIOGEN IDEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26192446102 COGNIZANT TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2902209S103 ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30055622104 BP P L C SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31256677105 DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32655844108 NORFOLK SOUTHERN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33695156109 PACKAGING CORP OF AM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3420030N101 COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35565849106 MARATHON OIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36594918104 MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37874039100 TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3889832Q109 TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39904784709 UNILEVER NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4005523R107 BAE SYSTEMS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4122052L104 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42443510607 HUBBELL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4392343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4426614N102 DUPONT DE NEMOURS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4501609W102 ALIBABA GROUP HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4735137L105 FOX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4820825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4912508E101 CDK GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5060871R209 MOLSON COORS BREWING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51835699307 SONY CORP ADR AMERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5292857W308 VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5314040H105 CAPITAL ONE FINANCIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54928881101 VONTIER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5530303M102 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56G0750C108 AXALTA COATING SYSTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5992826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6012504L109 CBRE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61171779309 CIENA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62770323103 ROBERT HALF INTERNAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6345866F104 INTERCONTINENTAL EXC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64904767704 UNILEVER PLC AMER SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65038222105 APPLIED MATERIALS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66036752103 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6780105N105 SANOFI-SYNTHELABO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68500472303 KONINKLIJKE PHILIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7037045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71754730109 RAYMOND JAMES FINANC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72759351604 REINSURANCE GROUP OF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7468902V107 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75339041105 FLEETCOR TECHNOLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76084670702 BERKSHIRE HATHAWAYIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77191216100 COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7874762E102 QUANTA SERVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt011172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt009260B382 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt011500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt017891
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt071621
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0971
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt090483
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt090483
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt071621
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09259
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06173
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015432
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt034620
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt034620
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt017891
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt017891
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt039674
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0417970
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt071621
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt082986
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0971
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0308
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0712
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt043879
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06526
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt050809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt089512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt090483
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09259
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06526
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016189
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352017-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362017-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462019-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472017-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502017-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512017-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532017-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542017-10-03

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$754,034
Liabilities
$0
Net assets
$754,034
Revenue
$90,483
Expenses
$50,809
Net income
$39,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$1.05$0.59$0.46
2023Summary only. Only limited summary data is available for this year.$8.58$0.00$0.64$0.55$0.08
2022Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$0.84$0.62$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.27$0.00$8.27$1.31$0.57$0.73
2020Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.90$0.51$0.40
2019Summary only. Only limited summary data is available for this year.$7.14$0.00$0.46$0.50$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.18$0.00$7.18$0.74$0.49$0.26
2015Summary only. Only limited summary data is available for this year.$6.63$0.00$0.45$0.45$0.01
2014Summary only. Only limited summary data is available for this year.$6.63$0.00$0.74$0.42$0.32
2013Summary only. Only limited summary data is available for this year.$6.33$0.00$0.67$0.39$0.28
2012Summary only. Only limited summary data is available for this year.$6.05$0.00$0.43$0.38$0.05
2011Summary only. Only limited summary data is available for this year.$6.02$0.00$0.55$0.37$0.19