Civic Intelligence

Gray Charitable Trust

990PF • Fiscal year 2021 • EIN 23-7987964

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization Profile
C/O Bbh CO 140 Broadway Pb-tax SNew York, NY 10005

(212) 493-8000

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

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

2021 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.00x

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

2021 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2021

Net Margin

22nd percentile

-6.9%

Higher net margin than 22% of similar nonprofits.

2021 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2021 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2021

Asset Growth

17th percentile

-0.6%

Faster asset growth than 17% of similar nonprofits.

2021 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

7.1%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$20,538,272

Down $117,525 (-0.6%) from 2020

Net Assets

Down

$20,538,272

Down $117,525 (-0.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin22nd percentile

Revenue

Up

$1,708,848

Up $113,364 (+7.1%) from 2020

Expenses

Up

$1,826,375

Up $173,372 (+10%) from 2020

Net Income

Down

-$117,527

Down $60,008 (-104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$30M$20M$10M$0Assets 2015: $21,248,150Liabilities 2015: $0Net Assets 2015: $21,248,1502015Assets 2017: $20,513,354Liabilities 2017: $0Net Assets 2017: $20,513,3542017Assets 2018: $19,918,838Liabilities 2018: $0Net Assets 2018: $19,918,8382018Assets 2019: $20,648,072Liabilities 2019: $0Net Assets 2019: $20,648,0722019Assets 2020: $20,655,797Liabilities 2020: $0Net Assets 2020: $20,655,7972020Assets 2021: $20,538,272Liabilities 2021: $0Net Assets 2021: $20,538,2722021Assets 2022: $22,309,405Liabilities 2022: $0Net Assets 2022: $22,309,4052022Assets 2023: $23,624,134Liabilities 2023: $0Net Assets 2023: $23,624,1342023Assets 2024: $25,057,645Liabilities 2024: $0Net Assets 2024: $25,057,6452024

Highlighted filing

2021

Assets$20,538,272
Liabilities$0
Net Assets$20,538,272
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $631,674Expenses 2015: $2,107,289Net Income 2015: -$1,475,6152015Revenue 2017: $1,559,756Expenses 2017: $1,526,532Net Income 2017: $33,2242017Revenue 2018: $1,032,238Expenses 2018: $1,603,327Net Income 2018: -$571,0892018Revenue 2019: $2,413,964Expenses 2019: $1,603,933Net Income 2019: $810,0312019Revenue 2020: $1,595,484Expenses 2020: $1,653,003Net Income 2020: -$57,5192020Revenue 2021: $1,708,848Expenses 2021: $1,826,375Net Income 2021: -$117,5272021Revenue 2022: $3,569,821Expenses 2022: $1,798,682Net Income 2022: $1,771,1392022Revenue 2023: $2,886,575Expenses 2023: $1,567,194Net Income 2023: $1,319,3812023Revenue 2024: $4,011,943Expenses 2024: $2,578,472Net Income 2024: $1,433,4712024

Highlighted filing

2021

Revenue$1,708,848
Expenses$1,826,375
Net Income-$117,527
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH B GRAY JRExecutive TrusteePT$0--
DOREEN H GRAYTrusteePT$0--
KIMBERLEY H GRAYTrustee-$0--
MERIDITH L GRAYTrusteePT$0--
SAMUEL M GAWTHROP JRTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Gray Charitable Trust
EIN
23-7987964
Phone
2124938000
Address
C/O BBH CO 140 BROADWAY PB-TAX S, NEW YORK, NY 10005

Signing Officer

Name
Kenneth B Gray Jr
Title
Executive Ttee
Phone
2124938000
Signed
2022-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Derek Mastic
Phone
4126447800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43CENTRAL JAPAN RAILWAY CO ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CHINA PETROLEUM & CHEMICAL CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48CONSOLIDATED EDISON INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49CONTINENTAL RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50COTERRA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51CVS HEALTH CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52DEUTSCHE TELEKOM AG 1 ORD 1ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53DEVON ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54DIAMONDBACK ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55DISCOVERY INC SER A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59EQT CORPORATION COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61FIDELITY NATL INFORMATION SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62FISERV INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63FRESENIUS MEDICAL CARE AG&CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65GENL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67HENKEL AG & CO KGAA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68HENNES & MAURITZ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69HESS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70HONDA MOTOR COMPANY LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71IMPERIAL OIL LTD COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72INDUSTRIA DE DISENO TEXTIL IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73INTL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75KINDER MORGAN INCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76KYNDRYL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MARATHON OIL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80OCCIDENTAL PETROLEUM CORP DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81OVINTIV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PDC ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PHILLIPS 66 COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84RANGE RESOURCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ROYAL DUTCH SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SALESFORCE.COM,INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89SAP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92SINGAPORE TELECOM LTD ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93SOFTBANK GROUP CORP SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95SWISSCOM AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96TC ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97TELADOC HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98TENCENT HLDGS LTD UNSPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99TOTALENERGIES SE SPONSORED ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VALERO ENERGY CP DELA NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102VIACOMCBS INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WILLIAMS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105WOODSIDE PETROLEUM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106ISHARES MSCI CHINA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107KRANESHARES CSI CHINA INTERNET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0686452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14457942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21380885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31412847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41874143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GMO LONG HORIZONS FORESTRY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1STRAFFORD CAPITAL LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ELMAGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ELMISO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VOLEON INSTITUTIONAL LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BARTON FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0528158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14463326
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21236463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31600974
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41874230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0355386
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01140614
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0STRAFFORD CAPITAL
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01708848
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01708848
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01140614
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0917000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0917000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0355386
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0355386
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-117527
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010808248
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01140614
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0879139
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt019116
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0745535
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0764651
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0212848
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0212848
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt072478
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt072478
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011696
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt042246
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0966116
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0829709
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01826375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01708848
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01708848
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt049116
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0829709
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0909375
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05230464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12970402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2350150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31116618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0326250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2173450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt321062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt412902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt512902

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Filings

Displayed year

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

Open filing
Assets
$20,538,272
Liabilities
$0
Net assets
$20,538,272
Revenue
$1,708,848
Expenses
$1,826,375
Net income
-$117,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$4.01$2.58$1.43
2023Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$2.89$1.57$1.32
2022Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$3.57$1.80$1.77
2021Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.71$1.83$0.12
2020Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$1.60$1.65$0.06
2019Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$2.41$1.60$0.81
2018Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$1.03$1.60$0.57
2017Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.56$1.53$0.03
2015Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$0.63$2.11$1.48