Civic Intelligence

George P Longabaugh and Helen E Longabaugh Charitable Tr

990PF • Fiscal year 2022 • EIN 25-6582681

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 15, 2023

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(216) 222-3075

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

14th percentile

-45%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

54th percentile

$24,863

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 27.7% of source-year revenue.

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

Asset Growth

42nd percentile

-2.2%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

15th percentile

-42%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,829,239

Down $41,503 (-2.2%) from 2021

Net Assets

Down

$1,829,239

Down $41,503 (-2.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Down

$89,691

Down $64,303 (-42%) from 2021

Expenses

Up

$130,470

Up $15,528 (+14%) from 2021

Net Income

Down

-$40,779

Down $79,831 (-204%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,455,263Liabilities 2010: $0Net Assets 2010: $1,455,2632010Assets 2011: $1,478,235Liabilities 2011: $0Net Assets 2011: $1,478,2352011Assets 2012: $1,500,083Liabilities 2012: $0Net Assets 2012: $1,500,0832012Assets 2013: $1,577,562Liabilities 2013: $0Net Assets 2013: $1,577,5622013Assets 2014: $1,628,319Liabilities 2014: $0Net Assets 2014: $1,628,3192014Assets 2015: $1,655,953Liabilities 2015: $0Net Assets 2015: $1,655,9532015Assets 2016: $1,693,533Liabilities 2016: $0Net Assets 2016: $1,693,5332016Assets 2017: $1,678,370Liabilities 2017: $0Net Assets 2017: $1,678,3702017Assets 2018: $1,828,160Liabilities 2018: $0Net Assets 2018: $1,828,1602018Assets 2019: $1,795,839Liabilities 2019: $0Net Assets 2019: $1,795,8392019Assets 2020: $1,832,233Liabilities 2020: $0Net Assets 2020: $1,832,2332020Assets 2021: $1,870,742Liabilities 2021: $0Net Assets 2021: $1,870,7422021Assets 2022: $1,829,239Liabilities 2022: $0Net Assets 2022: $1,829,2392022Assets 2023: $1,790,916Liabilities 2023: $0Net Assets 2023: $1,790,9162023Assets 2024: $2,015,071Liabilities 2024: $0Net Assets 2024: $2,015,0712024

Highlighted filing

2022

Assets$1,829,239
Liabilities$0
Net Assets$1,829,239
Open 2022 Filing

Operations Trend

Revenue Growth15th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $81,3022010Expenses 2011: $88,6832011Expenses 2012: $65,9632012Revenue 2013: $174,034Expenses 2013: $96,555Net Income 2013: $77,4792013Revenue 2014: $155,918Expenses 2014: $105,167Net Income 2014: $50,7512014Revenue 2015: $136,444Expenses 2015: $108,817Net Income 2015: $27,6272015Revenue 2016: $145,619Expenses 2016: $108,039Net Income 2016: $37,5802016Revenue 2017: $92,832Expenses 2017: $107,983Net Income 2017: -$15,1512017Revenue 2018: $261,097Expenses 2018: $111,288Net Income 2018: $149,8092018Revenue 2019: $85,643Expenses 2019: $117,962Net Income 2019: -$32,3192019Revenue 2020: $151,563Expenses 2020: $113,194Net Income 2020: $38,3692020Revenue 2021: $153,994Expenses 2021: $114,942Net Income 2021: $39,0522021Revenue 2022: $89,691Expenses 2022: $130,470Net Income 2022: -$40,7792022Revenue 2023: $71,827Expenses 2023: $110,233Net Income 2023: -$38,4062023Revenue 2024: $336,956Expenses 2024: $112,535Net Income 2024: $224,4212024

Highlighted filing

2022

Revenue$89,691
Expenses$130,470
Net Income-$40,779
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$24,863-$24,863
Filing and Contact Details

Filer

Filer Name
Longabaugh G P & H E Charitable Tr
EIN
25-6582681
Phone
2162223075
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
2162223075
Signed
2023-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2252445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23220275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt024525669 AMERICAN BEACON AHL M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1256206103 DODGE & COX INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2258620798 DOUBLELINE FLEXIBLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3277923264 EATON VANCE GLOBAL M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4412295305 HARDING LOEVNER EMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464288273 ISHARES MSCI EAFE SM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8552746364 MFS EMERGING MKTS DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9922042858 VANGUARD FTSE EMERGI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10957663503 WESTERN ASSET CORE P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1146090E103 INVESCO QQQ TRUST ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1201878T848 AB CONCENTRATED GROW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1303463K406 ANGEL OAK MULTI-STRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1404314H675 ARTISAN INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1509250J734 BLACKROCK EVENT DRIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1609252M883 BLACKROCK TOTAL RETU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1724610C840 DELAWARE VALUE FUND-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1846432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1952106N459 LAZARD GLOBAL LISTED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2074440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2177958B105 T ROWE PRICE INSTITU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2289609H704 TRIBUTARY SMALL COMP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2397717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2401878T855 ALLIANCE BERNSTEIN C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25024525669 AMERICAN BEACON AHL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2604314H402 ARTISAN INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27258620533 DOUBLELINE FLEXIBLE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29411512478 HARBOR LARGE CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3077958B402 T ROWE PRICE INSTITU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31957663669 WESTERN ASSET CORE P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt094249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt129589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2154798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3110066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt439141
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt550430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt627559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt762842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt822170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt926804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10136618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1153935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1264449
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1342760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1448475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1567301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1654410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1713333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1849352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1981067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2023768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21163343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2248828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23169410
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/DividendsAndInterestFromSecDtl/ExclusionAmt054323
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt035368
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt089691
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt089691
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035368
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012431
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012432
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt024863
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0102767
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0102767
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt054262
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt054323
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-40779
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0118533
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035368
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt076362
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0836
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0115198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0130470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt089630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt089691
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012431
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013268
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027703
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242006-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322021-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332022-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342021-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362009-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-12-09

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,829,239
Liabilities
$0
Net assets
$1,829,239
Revenue
$89,691
Expenses
$130,470
Net income
-$40,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.34$0.11$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.07$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09$0.13$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.15$0.11$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.15$0.11$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.09$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.26$0.11$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.09$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.15$0.11$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.14$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.16$0.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.17$0.10$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.08