Civic Intelligence

Consolidated Charitable Trust Post 1969

990PF • Fiscal year 2019 • EIN 25-6839131

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 23, 2020

Organization Profile
PO Box 2907 - Trust Tax DeptWilson, NC 27894-2907
Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$21,421

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$1,632,234

No earlier filing loaded for comparison.

Net Assets

$1,632,234

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin67th percentile

Revenue

$70,749

No earlier filing loaded for comparison.

Expenses

$61,876

No earlier filing loaded for comparison.

Net Income

$8,873

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,632,234Liabilities 2019: $0Net Assets 2019: $1,632,2342019Assets 2020: $1,725,732Liabilities 2020: $0Net Assets 2020: $1,725,7322020Assets 2021: $1,906,076Liabilities 2021: $0Net Assets 2021: $1,906,0762021Assets 2022: $1,854,981Liabilities 2022: $0Net Assets 2022: $1,854,9812022Assets 2023: $1,758,938Liabilities 2023: $0Net Assets 2023: $1,758,9382023Assets 2024: $1,773,145Liabilities 2024: $0Net Assets 2024: $1,773,1452024

Highlighted filing

2019

Assets$1,632,234
Liabilities$0
Net Assets$1,632,234
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2019: $70,749Expenses 2019: $61,876Net Income 2019: $8,8732019Revenue 2020: $156,260Expenses 2020: $61,619Net Income 2020: $94,6412020Revenue 2021: $237,040Expenses 2021: $56,732Net Income 2021: $180,3082021Revenue 2022: $119,233Expenses 2022: $169,468Net Income 2022: -$50,2352022Revenue 2023: $7,429Expenses 2023: $103,040Net Income 2023: -$95,6112023Revenue 2024: $134,812Expenses 2024: $103,074Net Income 2024: $31,7382024

Highlighted filing

2019

Revenue$70,749
Expenses$61,876
Net Income$8,873
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 23, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$21,421-$21,421
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHURCHTOWN UNITED METHODISTGENERAL PURPOSES501(C)(3)NARVON, PA, US$5,738
Paid GrantELIZABETHTOWN COLLEGEGENERAL PURPOSES501(C)(3)ELIZABETHTOWN, PA, US$4,787
Paid GrantPENNSYLVANIA STATE UNIVERSITYGENERAL PURPOSES501(C)(3)UNIVERSITY PARK, PA, US$4,156
Paid GrantZION LUTHERAN CHURCHGENERAL PURPOSES501(C)(3)SUNBURY, PA, US$2,802
Paid GrantGRACE UNITED METHODIST CHURCHGENERAL PURPOSES501(C)(3)MILLERSBURG, PA, US$2,741
Paid GrantTHE SALVATION ARMYGENERAL PURPOSES501(C)(3)WEST NYACK, NY, US$1,968
Paid GrantTRANSITIONS OF PAGENERAL PURPOSES501(C)(3)LEWISBURG, PA, US$1,359
Paid GrantRANCKS UNITED METHODIST CHURCHGENERAL PURPOSES501(C)(3)NEW HOLLAND, PA, US$1,329
Paid GrantSUNBURY AREA COMMUNITYGENERAL PURPOSES501(C)(3)BERWICK, PA, US$881
Paid GrantGREATER SUSQUEHANNA VALLEY YMCAGENERAL PURPOSES501(C)(3)SUNBURY, PA, US$770
Paid GrantZIONS REF UNITED CH OF CHRISTGENERAL PURPOSES501(C)(3)ASHLAND, PA, US$731
Paid GrantCHRISTS UNITED LUTHERAN CHURCHGENERAL PURPOSES501(C)(3)ASHLAND, PA, US$731
Paid GrantSUNBURY YOUTH & COMMUNITY CENTERGENERAL PURPOSES501(C)(3)SUNBURY, PA, US$717
Paid GrantJOHN R KAUFFMAN JR PUBLICGENERAL PURPOSES501(C)(3)SUNBURY, PA, US$609
Paid GrantFAITH UNITED METHODIST CHURCHGENERAL PURPOSES501(C)(3)SUNBURY, PA, US$575
Paid GrantFIRST UNITED METHODIST CHURCHGENERAL PURPOSES501(C)(3)MILLERSBURG, PA, US$336
Paid GrantHEBRON UNITED METHODIST CHURCHGENERAL PURPOSES501(C)(3)MILLERSBURG, PA, US$336
Paid GrantANTRIM BRETHERN IN CHRIST CHURCHGENERAL PURPOSES501(C)(3)CHAMBERSBURG, PA, US$334
Paid GrantSUSQUEHANNA UNIVERSITYGENERAL PURPOSES501(C)(3)SELINSGROVE, PA, US$323
Paid GrantLUTHERCAREGENERAL PURPOSES501(C)(3)LITITZ, PA, US$272
Paid GrantUNITED CHRIST CHURCHGENERAL PURPOSES501(C)(3)ELIZABETHTOWN, PA, US$136
Paid GrantROUGH AND TUMBLE ENGINEERSGENERAL PURPOSES501(C)(3)KINZERS, PA, US$125
Filing and Contact Details

Filer

Filer Name
Consolidated Char Trust Post 1069
EIN
25-6839131
Address
PO BOX 2907 - TRUST TAX DEPT, WILSON, NC 27894-2907

Signing Officer

Name
Branch Banking Trust Co Trustee
Title
V President
Signed
2020-03-23
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20PIMCO REAL RETURN FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt083821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt137114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt260670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt348161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt460099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt559459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6133926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt748235
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8255483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt952291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10133912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1144265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12111135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1362286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14122808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15177786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1650227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1735624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1824117
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt047336
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt022072
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER REVENUE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01341
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt070749
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt070749
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt022072
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt021421
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt021421
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt021421
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt031756
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt031756
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt047336
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt047336
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt08873
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0329921
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt022072
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt047042
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01341
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0937
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08691
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt053177
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt061876
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt069408
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt070749
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt021421
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022366
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030120
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22009-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192010-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292009-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302017-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362017-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372009-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392015-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402017-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452017-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502019-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512019-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522017-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542017-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582017-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622017-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632015-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652014-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702017-02-08

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,632,234
Liabilities
$0
Net assets
$1,632,234
Revenue
$70,749
Expenses
$61,876
Net income
$8,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.13$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.01$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.12$0.17$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.24$0.06$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.16$0.06$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.07$0.06$0.01