Civic Intelligence

Julius L and Libbie B Steinsapir Family Foundation

990PF • Fiscal year 2022 • EIN 25-6104248

Feb 01, 2021 to Jan 31, 2022 • Filed on May 20, 2022

Organization Profile
5604 Solway St Suite 208Pittsburgh, PA 15217-1270

(412) 302-4689

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

49th percentile

$10,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

58th percentile

2.3%

Faster asset growth than 58% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

1684%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,890,044

Up $43,387 (+2.3%) from 2021

Net Assets

Up

$1,890,044

Up $43,387 (+2.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin73rd percentile

Revenue

Up

$184,576

Up $174,231 (+1684%) from 2021

Expenses

Up

$139,638

Up $12,419 (+9.8%) from 2021

Net Income

Up

$44,938

Up $161,812 (+138%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,627,149Liabilities 2014: $0Net Assets 2014: $1,627,1492014Assets 2015: $1,771,666Liabilities 2015: $0Net Assets 2015: $1,771,6662015Assets 2016: $1,797,567Liabilities 2016: $0Net Assets 2016: $1,797,5672016Assets 2017: $1,762,567Liabilities 2017: $0Net Assets 2017: $1,762,5672017Assets 2018: $1,845,598Liabilities 2018: $0Net Assets 2018: $1,845,5982018Assets 2020: $1,963,126Liabilities 2020: $0Net Assets 2020: $1,963,1262020Assets 2021: $1,846,657Liabilities 2021: $0Net Assets 2021: $1,846,6572021Assets 2022: $1,890,044Liabilities 2022: $0Net Assets 2022: $1,890,0442022Assets 2023: $1,836,742Liabilities 2023: $0Net Assets 2023: $1,836,7422023Assets 2024: $1,829,027Liabilities 2024: $0Net Assets 2024: $1,829,0272024Assets 2025: $1,868,828Liabilities 2025: $0Net Assets 2025: $1,868,8282025

Highlighted filing

2022

Assets$1,890,044
Liabilities$0
Net Assets$1,890,044
Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2014: $242,652Expenses 2014: $130,209Net Income 2014: $112,4432014Revenue 2015: $182,775Expenses 2015: $128,911Net Income 2015: $53,8642015Revenue 2016: $149,494Expenses 2016: $123,586Net Income 2016: $25,9082016Revenue 2017: $87,936Expenses 2017: $122,941Net Income 2017: -$35,0052017Revenue 2018: $204,707Expenses 2018: $121,683Net Income 2018: $83,0242018Revenue 2020: $189,557Expenses 2020: $121,478Net Income 2020: $68,0792020Revenue 2021: $10,345Expenses 2021: $127,219Net Income 2021: -$116,8742021Revenue 2022: $184,576Expenses 2022: $139,638Net Income 2022: $44,9382022Revenue 2023: $109,773Expenses 2023: $160,019Net Income 2023: -$50,2462023Revenue 2024: $133,066Expenses 2024: $142,389Net Income 2024: -$9,3232024Revenue 2025: $179,409Expenses 2025: $139,438Net Income 2025: $39,9712025

Highlighted filing

2022

Revenue$184,576
Expenses$139,638
Net Income$44,938
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2021 to Jan 31, 2022
Signed
May 20, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERTA SHAPIRACo-Trustee-$10,000-$10,000
HAROLD ASHCo-Trustee-$10,000-$10,000
MARTIN A MALLITCo-Trustee-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Julius L & Libbie B Steinsapir Fdn
EIN
25-6104248
Phone
4123024689
Address
5604 SOLWAY ST SUITE 208, PITTSBURGH, PA 15217-1270

Signing Officer

Name
Martin Mallit
Title
Trustee
Phone
4123024689
Signed
2022-05-20
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/CategoryOrItemTxt13779562107 T ROWE PRICE NEW HOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1489154Q562 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15921908877 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16921937603 VANGUARD TOTAL BD MK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17921939203 VANGUARD INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18922031737 VANGUARD INFLATION P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19922031828 VANGUARD INTM TERM T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2097717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21411512478 HARBOR LARGE CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22464287705 ISHARES S&P MID-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23464287879 ISHARES S&P SMALL CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2472201F490 PIMCO INCOME FUND CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25779562206 T ROWE PR NEW HORIZO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2689154M702 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt032050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt188379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt254943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt371184
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4110246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt550970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt675820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt780256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt853462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt940472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10123182
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1273338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13106647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1444928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1542082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1643767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1742476
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19123844
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2171009
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt044944
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0139632
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0184576
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0184576
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0139632
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt083300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt083300
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt044016
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt044944
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt044938
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0673466
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0139632
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0157310
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025796
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025796
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0542
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0542
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0113300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026338
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0139638
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0183648
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0184576
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026338
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt056338
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182009-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382018-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402021-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422014-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432020-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442020-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462020-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472009-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492021-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512020-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532021-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542021-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552020-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562021-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572020-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582021-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592020-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17573

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,890,044
Liabilities
$0
Net assets
$1,890,044
Revenue
$184,576
Expenses
$139,638
Net income
$44,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.18$0.14$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.13$0.14$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.11$0.16$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.18$0.14$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.01$0.13$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.19$0.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.20$0.12$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.09$0.12$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.15$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.18$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.24$0.13$0.11