Civic Intelligence

Robert Sidney Needham Foundation

990PF • Fiscal year 2022 • EIN 30-0562220

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 25, 2023

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

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

12th percentile

-54%

Higher net margin than 12% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

45th percentile

$73,666

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

40th percentile

-2.7%

Faster asset growth than 40% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-34%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,091,262

Down $170,003 (-2.7%) from 2021

Net Assets

Down

$6,091,262

Down $170,003 (-2.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin12th percentile

Revenue

Down

$312,213

Down $163,791 (-34%) from 2021

Expenses

Down

$481,295

Down $32,765 (-6.4%) from 2021

Net Income

Down

-$169,082

Down $131,026 (-344%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2022

Assets$6,091,262
Liabilities$0
Net Assets$6,091,262
Open 2022 Filing

Operations Trend

Revenue Growth19th 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

2022

Revenue$312,213
Expenses$481,295
Net Income-$169,082
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$73,666-$73,666
NINA STACKCo-Trustee-$12,416-$12,416
JOHN B NEWMAN ESQCo-Trustee-$12,416-$12,416
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
2023-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1755273H361 MFS RESEARCH INTERNA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1874256W568 PRINCIPAL REAL EST S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1927831R108 EV GLBL MACR ABS RTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20464287234 ISHARES MSCI EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21589509207 MERGER FUND-INST #30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22003021714 ABERDEEN EMERG MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2374256W626 PRINCIPAL HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2477954Q403 T ROWE PRICE BLUE CH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2581369Y605 FINANCIAL SELECT SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2746647B404 JPMORGAN MID CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28949917744 AS ULTR SHORT-TRMINC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2981369Y803 AMEX TECHNOLOGY SELE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3004314H758 ARTISAN SMALL CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0188834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1168693
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2140276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3226668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt471038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5229740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6123088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7661010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8149007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt940296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1060360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11162850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12243694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1378614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14133217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15142497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16510511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17274860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18182710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1990144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20289935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21102580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2266436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2389109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24149779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2568400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26241332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2737109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28391621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29273768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3044842
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0155620
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0154935
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01658
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0312213
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0312213
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01035
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01035
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0154935
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt030832
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt067666
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt098498
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0367000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0367000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0154999
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0155620
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-169082
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0649809
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0154935
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0237016
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01658
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/TaxesNetInvstIncmAmt05252
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013712
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0399917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt072918
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0481295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0309934
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0312213
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt032917
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt072918
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0114295
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt142617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt219297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt319951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt419803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5147000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt698860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt720766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt920919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1042053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1120772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1220052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-16713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6101140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-7121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-1206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1382053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1482053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1582053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1682053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1782053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1882053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1982053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2082053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2182053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2282053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2382053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2482053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2582053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-16713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6101140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-7121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-1206

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,091,262
Liabilities
$0
Net assets
$6,091,262
Revenue
$312,213
Expenses
$481,295
Net income
-$169,082
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