Civic Intelligence

Maria Foundation 60982-8 P2-Ptpp-10-2

990PF • Fiscal year 2021 • EIN 23-7892071

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 12, 2022

Organization Profile
Tower At Pnc Plaza 27th FloorPittsburgh, PA 15222

(412) 762-9965

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

71st percentile

31%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

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

Asset Growth

37th percentile

2.8%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

91st percentile

200%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,465,436

Up $68,172 (+2.8%) from 2020

Net Assets

Up

$2,465,436

Up $68,172 (+2.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin71st percentile

Revenue

Up

$229,967

Up $153,416 (+200%) from 2020

Expenses

Up

$158,422

Up $13,613 (+9.4%) from 2020

Net Income

Up

$71,545

Up $139,803 (+205%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,667,453Liabilities 2010: $0Net Assets 2010: $2,667,4532010Assets 2011: $2,556,077Liabilities 2011: $0Net Assets 2011: $2,556,0772011Assets 2012: $2,496,740Liabilities 2012: $0Net Assets 2012: $2,496,7402012Assets 2013: $2,416,655Liabilities 2013: $0Net Assets 2013: $2,416,6552013Assets 2014: $2,374,888Liabilities 2014: $0Net Assets 2014: $2,374,8882014Assets 2015: $2,584,212Liabilities 2015: $0Net Assets 2015: $2,584,2122015Assets 2016: $2,449,507Liabilities 2016: $0Net Assets 2016: $2,449,5072016Assets 2017: $2,395,785Liabilities 2017: $0Net Assets 2017: $2,395,7852017Assets 2019: $2,467,408Liabilities 2019: $0Net Assets 2019: $2,467,4082019Assets 2020: $2,397,264Liabilities 2020: $0Net Assets 2020: $2,397,2642020Assets 2021: $2,465,436Liabilities 2021: $0Net Assets 2021: $2,465,4362021Assets 2022: $2,436,794Liabilities 2022: $0Net Assets 2022: $2,436,7942022Assets 2023: $2,508,092Liabilities 2023: $0Net Assets 2023: $2,508,0922023Assets 2024: $2,503,983Liabilities 2024: $0Net Assets 2024: $2,503,9832024

Highlighted filing

2021

Assets$2,465,436
Liabilities$0
Net Assets$2,465,436
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$400K$200K$0-$200KExpenses 2010: $199,7122010Expenses 2011: $149,9302011Expenses 2012: $140,9472012Revenue 2013: $62,433Expenses 2013: $142,518Net Income 2013: -$80,0852013Revenue 2014: $132,138Expenses 2014: $147,389Net Income 2014: -$15,2512014Revenue 2015: $341,732Expenses 2015: $132,405Net Income 2015: $209,3272015Revenue 2016: $7,414Expenses 2016: $142,116Net Income 2016: -$134,7022016Revenue 2017: $89,651Expenses 2017: $143,366Net Income 2017: -$53,7152017Revenue 2019: $193,260Expenses 2019: $185,557Net Income 2019: $7,7032019Revenue 2020: $76,551Expenses 2020: $144,809Net Income 2020: -$68,2582020Revenue 2021: $229,967Expenses 2021: $158,422Net Income 2021: $71,5452021Revenue 2022: $152,753Expenses 2022: $180,628Net Income 2022: -$27,8752022Revenue 2023: $229,436Expenses 2023: $157,280Net Income 2023: $72,1562023Revenue 2024: $148,185Expenses 2024: $154,069Net Income 2024: -$5,8842024

Highlighted filing

2021

Revenue$229,967
Expenses$158,422
Net Income$71,545
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 12, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL E MARKSONCo-Trustee-$0--
THOMAS R MARKSONCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Maria Foundation
EIN
23-7892071
Phone
4127629965
Address
TOWER AT PNC PLAZA 27TH FLOOR, PITTSBURGH, PA 15222

Signing Officer

Name
Michael E Markson
Title
Co-trustee
Phone
4127629965
Signed
2022-03-12
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/CategoryOrItemTxt2256210105 DODGE & COX INCOME F
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4412295107 HARDING LOEVNER INTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5461418444 WCM FOCUSED INTL GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287473 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464287481 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9464287598 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464287614 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464287630 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12464287648 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464288273 ISHARES MSCI EAFE SM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15552746364 MFS EMERGING MKTS DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16921937603 VANGUARD TOTAL BD MK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17922031810 VANGUARD INTM TERM I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1900769G543 CAMBIAR INTL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2031423A671 FEDERATED HERMES INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2152106N459 LAZARD GLOBAL LISTED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2272201F490 PIMCO INCOME FUND CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2374256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2481369Y860 REAL ESTATE SELECT S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2589154Q562 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2697717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28316092857 FIDELITY REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29922031737 VANGUARD INFLATION P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30957663669 WESTERN ASSET CORE P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt065219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1237250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt258644
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt479901
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt632262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7126175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8233423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9241416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1020756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1126375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1285643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1336545
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14105873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1550812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1664382
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17152604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1899377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19190575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2051751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2192204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22260605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2347566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2449984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25241492
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt063613
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0165792
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0562
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0229967
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0229967
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0165792
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0120734
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0120734
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt062154
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt063613
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt071545
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0667855
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0165792
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0205633
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0562
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt021415
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt036415
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0896
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0135734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022313
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0158422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0227946
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0229967
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022313
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt037688
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-09-10

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,465,436
Liabilities
$0
Net assets
$2,465,436
Revenue
$229,967
Expenses
$158,422
Net income
$71,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.15$0.15$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.23$0.16$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.15$0.18$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.23$0.16$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.08$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.19$0.19$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.09$0.14$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.01$0.14$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.34$0.13$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.13$0.15$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.06$0.14$0.08
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.20