Civic Intelligence

Violet L Ansorge Private Foundation Tr 08251999

990PF • Fiscal year 2021 • EIN 30-0532062

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 31, 2022

116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 467-2483

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

20th percentile

-7.0%

Higher net margin than 20% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$40,959

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

25th percentile

-0.5%

Faster asset growth than 25% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

48%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$2,414,147

Down $12,591 (-0.5%) from 2020

Net Assets

Down

$2,414,147

Down $12,591 (-0.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$178,131

Up $58,112 (+48%) from 2020

Expenses

Up

$190,621

Up $8,692 (+4.8%) from 2020

Net Income

Up

-$12,490

Up $49,420 (+80%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,727,210Liabilities 2010: $0Net Assets 2010: $2,727,2102010Assets 2011: $2,670,027Liabilities 2011: $0Net Assets 2011: $2,670,0272011Assets 2012: $2,583,907Liabilities 2012: $0Net Assets 2012: $2,583,9072012Assets 2013: $2,696,837Liabilities 2013: $0Net Assets 2013: $2,696,8372013Assets 2014: $2,737,397Liabilities 2014: $0Net Assets 2014: $2,737,3972014Assets 2015: $2,767,495Liabilities 2015: $0Net Assets 2015: $2,767,4952015Assets 2016: $2,714,122Liabilities 2016: $0Net Assets 2016: $2,714,1222016Assets 2017: $2,540,860Liabilities 2017: $0Net Assets 2017: $2,540,8602017Assets 2018: $2,573,757Liabilities 2018: $0Net Assets 2018: $2,573,7572018Assets 2019: $2,490,102Liabilities 2019: $0Net Assets 2019: $2,490,1022019Assets 2020: $2,426,738Liabilities 2020: $0Net Assets 2020: $2,426,7382020Assets 2021: $2,414,147Liabilities 2021: $0Net Assets 2021: $2,414,1472021Assets 2022: $2,590,658Liabilities 2022: $0Net Assets 2022: $2,590,6582022Assets 2023: $2,552,754Liabilities 2023: $0Net Assets 2023: $2,552,7542023Assets 2024: $2,516,202Liabilities 2024: $0Net Assets 2024: $2,516,2022024

Highlighted filing

2021

Assets$2,414,147
Liabilities$0
Net Assets$2,414,147

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $76,8622010Expenses 2011: $131,6142011Expenses 2012: $156,5372012Revenue 2013: $256,118Expenses 2013: $148,741Net Income 2013: $107,3772013Revenue 2014: $226,940Expenses 2014: $174,430Net Income 2014: $52,5102014Revenue 2015: $184,605Expenses 2015: $154,504Net Income 2015: $30,1012015Revenue 2016: $117,347Expenses 2016: $170,717Net Income 2016: -$53,3702016Revenue 2017: $200,032Expenses 2017: $373,299Net Income 2017: -$173,2672017Revenue 2018: $220,709Expenses 2018: $187,819Net Income 2018: $32,8902018Revenue 2019: $99,876Expenses 2019: $183,531Net Income 2019: -$83,6552019Revenue 2020: $120,019Expenses 2020: $181,929Net Income 2020: -$61,9102020Revenue 2021: $178,131Expenses 2021: $190,621Net Income 2021: -$12,4902021Revenue 2022: $383,734Expenses 2022: $208,343Net Income 2022: $175,3912022Revenue 2023: $145,631Expenses 2023: $184,669Net Income 2023: -$39,0382023Revenue 2024: $139,541Expenses 2024: $175,408Net Income 2024: -$35,8672024

Highlighted filing

2021

Revenue$178,131
Expenses$190,621
Net Income-$12,490
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 31, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrusteePT$40,959-$40,959
Filing and Contact Details

Filer

Filer Name
Ansorge Private Foundation
EIN
30-0532062
Phone
4124672483
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4124672483
Signed
2022-03-31
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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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/StockNm8898161H101 WORLDLINE SA - UNSP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8998260N108 WUXI BIOLOGICS CAYMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90G06242104 ATLASSIAN CORP PLC-C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt089078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt156584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2329617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3167835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt428576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5301963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt651035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt775995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt853580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt956584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1020000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1193351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1252954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1356584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1479575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15106509
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16149495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1785384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18161285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt057071813 BAIRD MIDCAP INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1316092857 FIDELITY REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2317609295 SEAFARER OVERSEAS GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3413838657 OAKMARK INTL SM CAP-
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287309 ISHARE S&P 500 GROWT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287887 ISHARES S&P SMALL CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7552983694 MFS VALUE FUND CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8741479109 T ROWE PRICE GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9779578103 T ROWE PRICE VALUE F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10921937603 VANGUARD TOTAL BD MK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11936793686 WASATCH INTL OPPORTU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12957663503 WESTERN ASSET CORE P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1346090E103 INVESCO QQQ TRUST ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1446432F339 ISHARES MSCI USA QUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1552106N459 LAZARD GLOBAL LISTED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1689154Q562 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1789355J656 TRANSAMERICA SM CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1892837F763 VIRTUS SEIX FLOATING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1997717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20057071813 BAIRD MIDCAP INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21413838566 OAKMARK INTL SM CAP-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2255273H353 MFS VALUE FUND-R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23741479406 T ROWE PR GROWTH STO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24779578301 T ROWE PRICE VALUE F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2592837F755 VIRTUS SEIX FLOATING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26957663669 WESTERN ASSET CORE P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0142421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt165783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2340757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3347733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt459129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5310222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt671748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7109409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8116011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt984309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1025314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11190862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12103180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1378439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14200253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15241757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16219579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1782501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18166017
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/DividendsAndInterestFromSecDtl/ExclusionAmt061792
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0116339
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0178131
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0178131
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0116339
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020479
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020480
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040959
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0145176
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0145176
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt061792
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt061792
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12490
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0376238
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0116339
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0154416
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01335
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0165855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023715
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0190621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0178131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0178131
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020679
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023715
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt045445
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362010-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372013-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382013-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-12-06

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.14$0.18$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.15$0.18$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.38$0.21$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.18$0.19$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.12$0.18$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$0.10$0.18$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.22$0.19$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$0.20$0.37$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.12$0.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.18$0.15$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.23$0.17$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.26$0.15$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.13
2010Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.08