Civic Intelligence

Samuel and Irene Weir Charitable Tr

990PF • Fiscal year 2020 • EIN 27-6690954

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

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(330) 252-8501

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

7th percentile

-110%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

54th percentile

$27,687

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 40.0% of source-year revenue.

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

Asset Growth

19th percentile

-4.1%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

14th percentile

-39%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,747,643

Down $74,435 (-4.1%) from 2019

Net Assets

Down

$1,747,643

Down $74,435 (-4.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$69,265

Down $44,884 (-39%) from 2019

Expenses

Up

$145,263

Up $4,721 (+3.4%) from 2019

Net Income

Down

-$75,998

Down $49,605 (-188%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $2,043,551Liabilities 2015: $0Net Assets 2015: $2,043,5512015Assets 2017: $1,892,804Liabilities 2017: $0Net Assets 2017: $1,892,8042017Assets 2018: $1,843,280Liabilities 2018: $0Net Assets 2018: $1,843,2802018Assets 2019: $1,822,078Liabilities 2019: $0Net Assets 2019: $1,822,0782019Assets 2020: $1,747,643Liabilities 2020: $0Net Assets 2020: $1,747,6432020Assets 2021: $2,269,225Liabilities 2021: $0Net Assets 2021: $2,269,2252021Assets 2022: $2,067,584Liabilities 2022: $0Net Assets 2022: $2,067,5842022Assets 2024: $2,013,402Liabilities 2024: $0Net Assets 2024: $2,013,4022024

Highlighted filing

2020

Assets$1,747,643
Liabilities$0
Net Assets$1,747,643
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $139,596Expenses 2015: $141,593Net Income 2015: -$1,9972015Revenue 2017: $65,495Expenses 2017: $135,743Net Income 2017: -$70,2482017Revenue 2018: $93,699Expenses 2018: $136,661Net Income 2018: -$42,9622018Revenue 2019: $114,149Expenses 2019: $140,542Net Income 2019: -$26,3932019Revenue 2020: $69,265Expenses 2020: $145,263Net Income 2020: -$75,9982020Revenue 2021: $677,168Expenses 2021: $147,435Net Income 2021: $529,7332021Revenue 2022: -$48,084Expenses 2022: $162,451Net Income 2022: -$210,5352022Revenue 2024: $137,845Expenses 2024: $144,501Net Income 2024: -$6,6562024

Highlighted filing

2020

Revenue$69,265
Expenses$145,263
Net Income-$75,998
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 Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$27,687-$27,687
Filing and Contact Details

Filer

Filer Name
Samuel and Irene Weir Charitable Tr
EIN
27-6690954
Phone
3302528501
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3302528501
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT ST 47TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence F Mcguire
Phone
4123556000
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59THE KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LINDE PUBLIC LIMITED CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63DIGITAL REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MONDELEZ INTERNATIONAL INC W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69824348106 SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72464287697 ISHARES US UTILITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73G1151C101 ACCENTURE LTD CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7502079K305 ALPHABET INCORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79649280815 AMERICAN FUNDS - NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8322822V101 CROWN CASTLE INTERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8591324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8622160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8779466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88880591300 TENNESSEE VALLEY AUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89084670702 BERKSHIRE HATHAWAY C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9031428X106 FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92315910620 FIDELITY ADV INTL DI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93464287507 ISHARES CORE SP MID-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9592826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9717275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9946120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10067066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101550021109 LULULEMON ATHLETICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10257636Q104 MASTERCARD INC CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10374340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10482509L107 SHOPIFY INC - CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105478160104 JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106880591409 TVA PARS 6.500%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10875513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10992343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11046625H100 JPMORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11111135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112464287804 ISHARES CORE SP SMAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114192446102 COGNIZANT TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116253868103 DIGITAL REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11770450Y103 PAYPAL HOLDINGS INCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11987612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12109247X101 BLACKROCK INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt047698
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt021567
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt069265
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt069265
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt021567
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013844
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013844
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt027687
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0113757
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0113757
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt047353
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt047698
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-75998
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0546108
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt021567
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt054854
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0222
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0128801
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0145263
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt068920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt069265
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015044
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014066
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031506
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt050233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt511754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt69478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt713500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt818256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt95484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt119428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1317752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1413075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1575000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt164043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1774710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1811167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1920083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2012848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2110498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-5229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-4961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt611215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-3938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt109981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-9325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14290

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Filings

Displayed year

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

Open filing
Assets
$1,747,643
Liabilities
$0
Net assets
$1,747,643
Revenue
$69,265
Expenses
$145,263
Net income
-$75,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.14$0.14$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.05$0.16$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.68$0.15$0.53
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.07$0.15$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.11$0.14$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.09$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.07$0.14$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.14$0.14$0.00