Civic Intelligence

Daniel and Susan Pfau Charitable Foundation

990PF • Fiscal year 2020 • EIN 31-1411794

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 23, 2021

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-0861

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

87th percentile

46%

Higher net margin than 87% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$69,566

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

55th percentile

6.6%

Faster asset growth than 55% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

226%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$20,120,404

Up $1,247,458 (+6.6%) from 2019

Net Assets

Up

$20,120,404

Up $1,247,458 (+6.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin87th percentile

Revenue

Up

$2,768,525

Up $1,919,196 (+226%) from 2019

Expenses

Up

$1,495,931

Up $39,371 (+2.7%) from 2019

Net Income

Up

$1,272,594

Up $1,879,825 (+310%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$30M$20M$10M$0Assets 2010: $12,543,014Liabilities 2010: $0Net Assets 2010: $12,543,0142010Assets 2011: $13,192,218Liabilities 2011: $0Net Assets 2011: $13,192,2182011Assets 2013: $19,070,371Liabilities 2013: $0Net Assets 2013: $19,070,3712013Assets 2015: $18,783,866Liabilities 2015: $0Net Assets 2015: $18,783,8662015Assets 2017: $19,633,908Liabilities 2017: $0Net Assets 2017: $19,633,9082017Assets 2018: $19,480,140Liabilities 2018: $0Net Assets 2018: $19,480,1402018Assets 2019: $18,872,946Liabilities 2019: $0Net Assets 2019: $18,872,9462019Assets 2020: $20,120,404Liabilities 2020: $0Net Assets 2020: $20,120,4042020Assets 2021: $20,676,152Liabilities 2021: $0Net Assets 2021: $20,676,1522021Assets 2022: $19,980,279Liabilities 2022: $0Net Assets 2022: $19,980,2792022

Highlighted filing

2020

Assets$20,120,404
Liabilities$0
Net Assets$20,120,404
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $810,3402010Expenses 2011: $945,7732011Revenue 2013: $5,851,410Expenses 2013: $967,448Net Income 2013: $4,883,9622013Revenue 2015: $1,088,871Expenses 2015: $1,615,958Net Income 2015: -$527,0872015Revenue 2017: $2,691,246Expenses 2017: $1,611,988Net Income 2017: $1,079,2582017Revenue 2018: $1,419,912Expenses 2018: $1,573,680Net Income 2018: -$153,7682018Revenue 2019: $849,329Expenses 2019: $1,456,560Net Income 2019: -$607,2312019Revenue 2020: $2,768,525Expenses 2020: $1,495,931Net Income 2020: $1,272,5942020Revenue 2021: $2,213,719Expenses 2021: $1,615,380Net Income 2021: $598,3392021Revenue 2022: $862,908Expenses 2022: $1,518,022Net Income 2022: -$655,1142022

Highlighted filing

2020

Revenue$2,768,525
Expenses$1,495,931
Net Income$1,272,594
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 23, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrusteePT$69,566-$69,566
Filing and Contact Details

Filer

Filer Name
Pfau Charitable Foundation
EIN
31-1411794
Phone
4127620861
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127620861
Signed
2021-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9492701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10415000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111168487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12482393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13996821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt142944000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15170251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16566476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17301339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ETF EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MUTUAL FUNDS ALTERNATIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt457071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt566922204 ISHARES S&P 500 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6277923728 EATON VANCE GLOBAL M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7412295107 HARDING LOEVNER INTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8412295305 HARDING LOEVNER EMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9464287440 ISHARES BARCLAYS 7-1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12464287887 ISHARES S&P SMALL CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464288273 ISHARES MSCI EAFE SM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14552746364 MFS EMERGING MKTS DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15592905749 METROPOLITAN WEST UN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16880208772 TEMPLETON GLOBAL BON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17921939203 VANGUARD INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18922031810 VANGUARD INTM TERM I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2074256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2197717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01283576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14191874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2246560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31746619
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4587316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5207633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6695577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7507656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8296411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9633741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10418807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111174639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12358759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131143085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt143111752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15230245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt161168694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17303363
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0572792
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02193196
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1FOREIGN TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02270
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1267
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02768525
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02768525
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02193196
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013913
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt055653
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt069566
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01338725
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01338725
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0539402
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0572792
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01272594
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09003608
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02193196
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02666095
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt062164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0497
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt062661
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0267
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02537
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010620
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01415068
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt066770
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01495931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02732865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02768525
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt076343
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt066770
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0157206
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0266
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112009-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt121998-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt131999-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt141998-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt151999-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt181998-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt191999-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt201998-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt211999-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-01-02

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$20,120,404
Liabilities
$0
Net assets
$20,120,404
Revenue
$2,768,525
Expenses
$1,495,931
Net income
$1,272,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.00$20.0$0.86$1.52$0.66
2021Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$2.21$1.62$0.60
2020Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$2.77$1.50$1.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$0.00$18.9$0.85$1.46$0.61
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.00$19.5$1.42$1.57$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$0.00$19.6$2.69$1.61$1.08
2015Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$1.09$1.62$0.53
2013Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$5.85$0.97$4.88
2011Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.95
2010Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.81