Civic Intelligence

James J Capone Charitable Foundation

990PF • Fiscal year 2021 • EIN 26-1500381

Aug 01, 2020 to Jul 31, 2021 • Filed on Jan 17, 2022

Organization Profile
27 Tall Timbers DriveFarmington, CT 06032

(860) 558-5756

Siviq Scores

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

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

1.41x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

3rd percentile

-113%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

33rd percentile

$79,293

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 23.3% of source-year revenue.

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

Asset Growth

84th percentile

30%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$14,001,358

Up $3,196,082 (+30%) from 2020

Net Assets

Up

$13,520,828

Up $3,196,082 (+31%) from 2020

Liabilities

Flat

$480,530

Flat from 2020

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin3rd percentile

Revenue

Down

$339,607

Down $450,338 (-57%) from 2020

Expenses

Up

$722,097

Up $55,270 (+8.3%) from 2020

Net Income

Down

-$382,490

Down $505,608 (-411%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$20M$15M$10M$5.0M$0Assets 2016: $6,937,603Liabilities 2016: $217,732Net Assets 2016: $6,719,8712016Assets 2018: $8,711,922Liabilities 2018: $397,257Net Assets 2018: $8,314,6652018Assets 2019: $9,141,355Liabilities 2019: $431,806Net Assets 2019: $8,709,5492019Assets 2020: $10,805,276Liabilities 2020: $480,530Net Assets 2020: $10,324,7462020Assets 2021: $14,001,358Liabilities 2021: $480,530Net Assets 2021: $13,520,8282021Assets 2022: $12,591,240Liabilities 2022: $390,232Net Assets 2022: $12,201,0082022Assets 2023: $13,657,877Liabilities 2023: $478,805Net Assets 2023: $13,179,0722023Assets 2024: $15,865,212Liabilities 2024: $721,860Net Assets 2024: $15,143,3522024Assets 2025: $16,921,722Liabilities 2025: $780,511Net Assets 2025: $16,141,2112025

Highlighted filing

2021

Assets$14,001,358
Liabilities$480,530
Net Assets$13,520,828
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2016: $182,962Expenses 2016: $326,585Net Income 2016: -$143,6232016Revenue 2018: $129,468Expenses 2018: $563,471Net Income 2018: -$434,0032018Revenue 2019: $268,539Expenses 2019: $604,217Net Income 2019: -$335,6782019Revenue 2020: $789,945Expenses 2020: $666,827Net Income 2020: $123,1182020Revenue 2021: $339,607Expenses 2021: $722,097Net Income 2021: -$382,4902021Revenue 2022: $833,382Expenses 2022: $662,963Net Income 2022: $170,4192022Revenue 2023: $159,509Expenses 2023: $727,034Net Income 2023: -$567,5252023Revenue 2024: $508,758Expenses 2024: $1,026,535Net Income 2024: -$517,7772024Revenue 2025: $1,345,308Expenses 2025: $1,098,674Net Income 2025: $246,6342025

Highlighted filing

2021

Revenue$339,607
Expenses$722,097
Net Income-$382,490
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jan 17, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW TROYTrustee-$79,293-$79,293
MICHAEL TROYTrustee-$79,293-$79,293
SAMANTHA TROYTrustee-$79,293-$79,293
LISA B TROYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James J Capone Charitable Foundati
EIN
26-1500381
Phone
8605585756
Address
27 TALL TIMBERS DRIVE, FARMINGTON, CT 06032

Signing Officer

Name
Lisa B Troy
Title
Trustee
Phone
8605585756
Signed
2022-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Palmer Latko Ledas Page LLC
Address
20 TOWER LANE SUITE 305, AVON, CT 06001-4212
Preparer
Richard a Farina CPA
Phone
8606771000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55L3HARRIS TECHNOLOGIES IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NORDSTROM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NORTHROP GRUMMAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64NOVO-NORDISK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ORGANON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67OTIS WORLDWIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PINTREST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PRUDENTIAL FNL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79REGIONS FINA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SALESFORCE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SEAGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SNAP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SQUARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86STANLEY BLACK & DECKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90THERMOO FISHER SCIENTIFI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UBER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94UNITED AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VERIZON COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VERTEX PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1023M CO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0186426
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0153165
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt016
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0339607
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0339607
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt03688
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03688
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0153165
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt0237879
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0237879
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0237879
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0480530
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0480530
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0186426
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0186426
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-382490
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0484493
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0153165
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0101728
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0480530
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0237879
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0722097
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0339607
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0339607
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0241567
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0237879
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0241567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232014-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt229275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt314699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt428274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt58637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt74422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt914060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1023755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1229111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1331710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1410250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1524900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt166494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt182218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2026333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2114305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt224344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2341845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2046
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-8322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-3595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-62
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-13998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-17154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-5410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt148036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1621430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-8300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt226306

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Filings

Displayed year

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

Open filing
Assets
$14,001,358
Liabilities
$480,530
Net assets
$13,520,828
Revenue
$339,607
Expenses
$722,097
Net income
-$382,490
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.9$0.78$16.1$1.35$1.10$0.25
2024Detailed filing. Detailed filing data is available for this year.$15.9$0.72$15.1$0.51$1.03$0.52
2023Detailed filing. Detailed filing data is available for this year.$13.7$0.48$13.2$0.16$0.73$0.57
2022Detailed filing. Detailed filing data is available for this year.$12.6$0.39$12.2$0.83$0.66$0.17
2021Detailed filing. Detailed filing data is available for this year.$14.0$0.48$13.5$0.34$0.72$0.38
2020Detailed filing. Detailed filing data is available for this year.$10.8$0.48$10.3$0.79$0.67$0.12
2019Detailed filing. Detailed filing data is available for this year.$9.14$0.43$8.71$0.27$0.60$0.34
2018Detailed filing. Detailed filing data is available for this year.$8.71$0.40$8.31$0.13$0.56$0.43
2016Detailed filing. Detailed filing data is available for this year.$6.94$0.22$6.72$0.18$0.33$0.14