Civic Intelligence

Herbert G Feldman Charitable Foundation

990PF • Fiscal year 2020 • EIN 25-1832024

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

Organization Profile
149 Linnview AvenuePittsburgh, PA 15210-3717

(412) 807-3309

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

8th percentile

-95%

Higher net margin than 8% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$9,341

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

21st percentile

-3.5%

Faster asset growth than 21% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-71%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,534,934

Down $128,324 (-3.5%) from 2019

Net Assets

Down

$3,534,934

Down $128,324 (-3.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin8th percentile

Revenue

Down

$134,060

Down $320,819 (-71%) from 2019

Expenses

Down

$260,934

Down $6,672 (-2.5%) from 2019

Net Income

Down

-$126,874

Down $314,147 (-168%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,397,334Liabilities 2014: $0Net Assets 2014: $3,397,3342014Assets 2015: $3,446,507Liabilities 2015: $0Net Assets 2015: $3,446,5072015Assets 2016: $3,358,673Liabilities 2016: $0Net Assets 2016: $3,358,6732016Assets 2017: $3,428,039Liabilities 2017: $0Net Assets 2017: $3,428,0392017Assets 2018: $3,475,987Liabilities 2018: $0Net Assets 2018: $3,475,9872018Assets 2019: $3,663,258Liabilities 2019: $0Net Assets 2019: $3,663,2582019Assets 2020: $3,534,934Liabilities 2020: $0Net Assets 2020: $3,534,9342020Assets 2021: $3,626,245Liabilities 2021: $0Net Assets 2021: $3,626,2452021Assets 2022: $3,533,312Liabilities 2022: $0Net Assets 2022: $3,533,3122022

Highlighted filing

2020

Assets$3,534,934
Liabilities$0
Net Assets$3,534,934
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $334,282Expenses 2014: $219,302Net Income 2014: $114,9802014Revenue 2015: $277,217Expenses 2015: $228,224Net Income 2015: $48,9932015Revenue 2016: $159,070Expenses 2016: $246,899Net Income 2016: -$87,8292016Revenue 2017: $289,605Expenses 2017: $220,233Net Income 2017: $69,3722017Revenue 2018: $346,290Expenses 2018: $298,347Net Income 2018: $47,9432018Revenue 2019: $454,879Expenses 2019: $267,606Net Income 2019: $187,2732019Revenue 2020: $134,060Expenses 2020: $260,934Net Income 2020: -$126,8742020Revenue 2021: $370,844Expenses 2021: $276,551Net Income 2021: $94,2932021Revenue 2022: $181,763Expenses 2022: $292,700Net Income 2022: -$110,9372022

Highlighted filing

2020

Revenue$134,060
Expenses$260,934
Net Income-$126,874
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 Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZAN ZMUDAOfficer-$9,341-$9,341
BARBARA WESTELLOfficer-$8,141-$8,141
CAROL CINOWALTOfficer-$8,141-$8,141
DEBRA ALEXANDEROfficer-$8,141-$8,141
PAUL RINGLOFFOfficer-$8,141-$8,141
Filing and Contact Details

Filer

Filer Name
Herbert G Feldman Charitable Foundation
EIN
25-1832024
Phone
4128073309
Address
149 LINNVIEW AVENUE, PITTSBURGH, PA 15210-3717

Signing Officer

Name
Susan J Zmuda
Title
President
Phone
4128073309
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20921939203 VANGUARD INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2100170K869 AMG GW&K SC CORE-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2256167N712 NUANCE MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2372201F490 PIMCO INCOME FUND CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2474256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2589154Q562 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2694987W794 WELLS FARGO CORE BON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2797717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0360977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1211756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt297757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt383828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4124958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt551828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt694848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7273460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8292985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt952700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1034175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1152734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12114046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1358929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1480012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15187000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16103064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1739630
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18110340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19100645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20133696
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2167034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22171047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23104682
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt090080
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt043980
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0134060
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0134060
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt043980
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020953
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020953
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt041905
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0171950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0171950
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt087440
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt090080
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-126874
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01483335
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt043980
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt075054
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt034405
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt034405
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0995
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011179
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0194385
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt056366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0260934
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0131420
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0134060
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022435
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt056366
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt088984
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01482
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192009-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282014-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382018-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412018-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422011-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432009-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462018-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472018-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482020-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502018-06-05

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Filings

Displayed year

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

Open filing
Assets
$3,534,934
Liabilities
$0
Net assets
$3,534,934
Revenue
$134,060
Expenses
$260,934
Net income
-$126,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.18$0.29$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.37$0.28$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.13$0.26$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.45$0.27$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.35$0.30$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.00$3.43$0.29$0.22$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.16$0.25$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.28$0.23$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.33$0.22$0.11