Civic Intelligence

Robert Sidney Needham Foundation

990PF • Fiscal year 2020 • EIN 30-0562220

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(855) 739-2920

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

10th percentile

-67%

Higher net margin than 10% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$72,918

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

22nd percentile

-2.8%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$6,299,697

Down $178,789 (-2.8%) from 2019

Net Assets

Down

$6,299,697

Down $178,789 (-2.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin10th percentile

Revenue

Down

$277,644

Down $53,680 (-16%) from 2019

Expenses

Down

$462,358

Down $8,589 (-1.8%) from 2019

Net Income

Down

-$184,714

Down $45,091 (-32%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $6,781,579Liabilities 2012: $0Net Assets 2012: $6,781,5792012Assets 2013: $6,960,486Liabilities 2013: $0Net Assets 2013: $6,960,4862013Assets 2014: $6,946,885Liabilities 2014: $0Net Assets 2014: $6,946,8852014Assets 2015: $6,984,281Liabilities 2015: $0Net Assets 2015: $6,984,2812015Assets 2016: $6,705,866Liabilities 2016: $0Net Assets 2016: $6,705,8662016Assets 2017: $6,589,386Liabilities 2017: $0Net Assets 2017: $6,589,3862017Assets 2018: $6,615,685Liabilities 2018: $0Net Assets 2018: $6,615,6852018Assets 2019: $6,478,486Liabilities 2019: $0Net Assets 2019: $6,478,4862019Assets 2020: $6,299,697Liabilities 2020: $0Net Assets 2020: $6,299,6972020Assets 2021: $6,261,265Liabilities 2021: $0Net Assets 2021: $6,261,2652021Assets 2022: $6,091,262Liabilities 2022: $0Net Assets 2022: $6,091,2622022Assets 2023: $5,965,570Liabilities 2023: $0Net Assets 2023: $5,965,5702023Assets 2024: $5,821,997Liabilities 2024: $0Net Assets 2024: $5,821,9972024

Highlighted filing

2020

Assets$6,299,697
Liabilities$0
Net Assets$6,299,697
Open 2020 Filing

Operations Trend

Revenue Growth26th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $404,5892012Revenue 2013: $596,828Expenses 2013: $413,288Net Income 2013: $183,5402013Revenue 2014: $448,694Expenses 2014: $449,309Net Income 2014: -$6152014Revenue 2015: $518,209Expenses 2015: $478,524Net Income 2015: $39,6852015Revenue 2016: $157,452Expenses 2016: $440,080Net Income 2016: -$282,6282016Revenue 2017: $357,217Expenses 2017: $436,144Net Income 2017: -$78,9272017Revenue 2018: $415,652Expenses 2018: $454,148Net Income 2018: -$38,4962018Revenue 2019: $331,324Expenses 2019: $470,947Net Income 2019: -$139,6232019Revenue 2020: $277,644Expenses 2020: $462,358Net Income 2020: -$184,7142020Revenue 2021: $476,004Expenses 2021: $514,060Net Income 2021: -$38,0562021Revenue 2022: $312,213Expenses 2022: $481,295Net Income 2022: -$169,0822022Revenue 2023: $265,489Expenses 2023: $391,415Net Income 2023: -$125,9262023Revenue 2024: $313,518Expenses 2024: $451,257Net Income 2024: -$137,7392024

Highlighted filing

2020

Revenue$277,644
Expenses$462,358
Net Income-$184,714
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ACo-Trustee-$72,918-$72,918
NINA STACKCo-Trustee-$12,289-$12,289
JOHN B NEWMAN ESQCo-Trustee-$12,289-$12,289
Filing and Contact Details

Filer

Filer Name
Robert Sydney Needham Fdn Main
EIN
30-0562220
Phone
8557392920
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8557392920
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5704314H758 ARTISAN SMALL CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5878463X863 SPDR DJ WILSHIRE INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5959156RBH0 METLIFE INC 3.600% 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60961214DW0 WESTPAC BANKING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt619128286A3 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62411512528 HARBOR CAPITAL APPRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6300143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6446625HRV4 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6525389JAR7 DIGITAL REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6674256W626 PRINCIPAL HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt679128285M8 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt689128286T2 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt699128286X3 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7006367WMQ3 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71949917744 WF ULTR SHORT-TRMINC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7200888Y847 INVESCO BAL RSK COMM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73036752AB9 ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74867914BS1 SUNTRUST BANKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7531641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76126650CW8 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7706051GHT9 VR BANK OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7831421N881 FEDERATED STRAT VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7927831R108 EV GLBL MACR ABS RTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8046647B404 JPMORGAN MID CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0286044
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1106572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2186120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3255360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4514125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5225335
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6325935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7164236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt858960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9254878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10108085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11487631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1291959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1367831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1488429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15513712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16306049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17112419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18234345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1947514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20395276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21137951
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22126475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2374695
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24203233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2577689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26403921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27289038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28102405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29101411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30100873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31235252
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32170147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3396899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3439967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0125683
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0147927
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt04034
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0277644
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0277644
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0991
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0991
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0147927
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt027446
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt066977
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt097496
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0360000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0360000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0125683
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0125683
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-184714
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0824581
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0147927
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0207846
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04034
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04034
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02821
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02821
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0389487
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt069798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0462358
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0277644
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0277644
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt029487
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt069798
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0102358
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt092998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt119993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt286860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt318076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt414804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt515023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt636265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt710063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt810207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt915219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt104984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1116349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1220509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1310462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1415103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1580583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16126622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1776969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt185326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1304

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Filings

Displayed year

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

Open filing
Assets
$6,299,697
Liabilities
$0
Net assets
$6,299,697
Revenue
$277,644
Expenses
$462,358
Net income
-$184,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.31$0.45$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.27$0.39$0.13
2022Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.31$0.48$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.48$0.51$0.04
2020Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.28$0.46$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.33$0.47$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.42$0.45$0.04
2017Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.36$0.44$0.08
2016Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.16$0.44$0.28
2015Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.52$0.48$0.04
2014Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.45$0.45$0.00
2013Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.60$0.41$0.18
2012Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.40