Civic Intelligence

Leslie E Morgan Charitable Trust

990PF • Fiscal year 2021 • EIN 23-7816593

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 31, 2022

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-7070

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

59th percentile

20%

Higher net margin than 59% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$61,928

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

34th percentile

1.7%

Faster asset growth than 34% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

449%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,344,074

Up $73,364 (+1.7%) from 2020

Net Assets

Up

$4,344,074

Up $73,364 (+1.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin59th percentile

Revenue

Up

$364,749

Up $298,262 (+449%) from 2020

Expenses

Up

$290,940

Up $2,939 (+1.0%) from 2020

Net Income

Up

$73,809

Up $295,323 (+133%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,824,221Liabilities 2010: $0Net Assets 2010: $3,824,2212010Assets 2011: $3,881,114Liabilities 2011: $0Net Assets 2011: $3,881,1142011Assets 2013: $3,999,438Liabilities 2013: $0Net Assets 2013: $3,999,4382013Assets 2014: $4,038,780Liabilities 2014: $0Net Assets 2014: $4,038,7802014Assets 2015: $3,979,679Liabilities 2015: $0Net Assets 2015: $3,979,6792015Assets 2016: $3,917,551Liabilities 2016: $0Net Assets 2016: $3,917,5512016Assets 2017: $3,989,951Liabilities 2017: $0Net Assets 2017: $3,989,9512017Assets 2018: $4,118,256Liabilities 2018: $0Net Assets 2018: $4,118,2562018Assets 2019: $4,497,225Liabilities 2019: $0Net Assets 2019: $4,497,2252019Assets 2020: $4,270,710Liabilities 2020: $0Net Assets 2020: $4,270,7102020Assets 2021: $4,344,074Liabilities 2021: $0Net Assets 2021: $4,344,0742021Assets 2022: $4,153,042Liabilities 2022: $0Net Assets 2022: $4,153,0422022Assets 2023: $4,134,896Liabilities 2023: $0Net Assets 2023: $4,134,8962023Assets 2024: $4,065,897Liabilities 2024: $0Net Assets 2024: $4,065,8972024

Highlighted filing

2021

Assets$4,344,074
Liabilities$0
Net Assets$4,344,074
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $199,9632010Expenses 2011: $239,2172011Revenue 2013: $368,031Expenses 2013: $253,056Net Income 2013: $114,9752013Revenue 2014: $347,713Expenses 2014: $252,477Net Income 2014: $95,2362014Revenue 2015: $214,265Expenses 2015: $273,288Net Income 2015: -$59,0232015Revenue 2016: $200,815Expenses 2016: $274,138Net Income 2016: -$73,3232016Revenue 2017: $347,589Expenses 2017: $275,533Net Income 2017: $72,0562017Revenue 2018: $420,795Expenses 2018: $292,527Net Income 2018: $128,2682018Revenue 2019: $667,569Expenses 2019: $288,610Net Income 2019: $378,9592019Revenue 2020: $66,487Expenses 2020: $288,001Net Income 2020: -$221,5142020Revenue 2021: $364,749Expenses 2021: $290,940Net Income 2021: $73,8092021Revenue 2022: $137,138Expenses 2022: $325,842Net Income 2022: -$188,7042022Revenue 2023: $266,154Expenses 2023: $287,355Net Income 2023: -$21,2012023Revenue 2024: $215,431Expenses 2024: $282,218Net Income 2024: -$66,7872024

Highlighted filing

2021

Revenue$364,749
Expenses$290,940
Net Income$73,809
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 31, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrusteePT$61,928-$61,928
Filing and Contact Details

Filer

Filer Name
Leslie E Morgan Foundation
EIN
23-7816593
Phone
4127627070
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127627070
Signed
2022-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Eric W Coursey
Phone
8445222059
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3461418444 WCM FOCUSED INTL GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287168 ISHARES SELECT DIVID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287200 ISHARES CORE S&P 500
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287630 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9557492485 MADISON MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10704329200 PAYDEN LOW DURATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11741479109 T ROWE PRICE GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12808524847 SCHWAB US REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13936793686 WASATCH INTL OPPORTU
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1546090E103 INVESCO QQQ TRUST ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1600769G543 CAMBIAR INTL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1701878T848 AB CONCENTRATED GROW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1809252M883 BLACKROCK TOTAL RETU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1909260B325 BLACKROCK U.S. GOVER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2009260B382 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2109260B465 BLACKROCK LOW DURATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2224610C840 DELAWARE VALUE FUND-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2331423A671 FEDERATED HERMES INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2431428Q747 FEDERATED HERMES ULT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2546432F339 ISHARES MSCI USA QUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2646432F388 ISHARES MSCI USA VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2746432F396 ISHARES MSCI USA MOM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2846432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2952106N459 LAZARD GLOBAL LISTED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3074256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3174440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3289154Q562 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3389355J656 TRANSAMERICA SM CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3489609H704 TRIBUTARY SMALL COMP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3592204A876 VANGUARD UTILITIES E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3697717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3701878T855 ALLIANCE BERNSTEIN C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3831428Q713 FEDERATED TOTAL RETU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39413838566 OAKMARK INTL SM CAP-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40543069405 LONGLEAF PARTNERS FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41741479406 T ROWE PR GROWTH STO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4290386H404 LYRICAL US VALUE EQU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43957663669 WESTERN ASSET CORE P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt071002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1123016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2117959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3127833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4452153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5302405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6240773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7103117
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8134235
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt971179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10158742
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1163664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12363504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1371653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14172254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15134374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1697172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17125342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18101660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19140100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2065687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2195621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2263821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2375015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2480233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2575344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26123072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27114979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2891604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2964245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30406350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3164489
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32221213
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt098757
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0260767
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt05225
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0364749
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0364749
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0260767
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06193
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt055735
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt061928
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0227279
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0227279
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt098679
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt098757
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt073809
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01120800
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0260767
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0302310
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05225
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01391
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0233472
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt057136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0290940
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0359446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0364749
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06193
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt057136
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt063661
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-09-17

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Filings

Displayed year

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

Open filing
Assets
$4,344,074
Liabilities
$0
Net assets
$4,344,074
Revenue
$364,749
Expenses
$290,940
Net income
$73,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.22$0.28$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.27$0.29$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.14$0.33$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.36$0.29$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.07$0.29$0.22
2019Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.67$0.29$0.38
2018Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.42$0.29$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.35$0.28$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.20$0.27$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.21$0.27$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.35$0.25$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.37$0.25$0.11
2011Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.24
2010Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.20