Civic Intelligence

Beatrix Finston Padway Charitable Trust for Arts and Education

990PF • Fiscal year 2020 • EIN 31-6018432

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

Refreshing map…

1529 Gilcrest DriveBeverly Hills, CA 90210-2515

(310) 246-6707

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

4th percentile

-191%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

50th percentile

$143,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 38.7% of source-year revenue.

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

Asset Growth

13th percentile

-4.7%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

8th percentile

-53%

Faster revenue growth than 8% of similar nonprofits.

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

Assets

Down

$14,177,116

Down $705,282 (-4.7%) from 2019

Net Assets

Down

$14,177,116

Down $705,282 (-4.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$369,498

Down $416,704 (-53%) from 2019

Expenses

Down

$1,074,780

Down $4,962 (-0.5%) from 2019

Net Income

Down

-$705,282

Down $411,742 (-140%) from 2019

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $9,644,531Liabilities 2011: $0Net Assets 2011: $9,644,5312011Assets 2012: $9,830,816Liabilities 2012: $0Net Assets 2012: $9,830,8162012Assets 2013: $15,037,487Liabilities 2013: $0Net Assets 2013: $15,037,4872013Assets 2014: $14,552,230Liabilities 2014: $0Net Assets 2014: $14,552,2302014Assets 2015: $14,852,288Liabilities 2015: $0Net Assets 2015: $14,852,2882015Assets 2016: $15,859,614Liabilities 2016: $0Net Assets 2016: $15,859,6142016Assets 2017: $15,321,604Liabilities 2017: $0Net Assets 2017: $15,321,6042017Assets 2018: $15,175,938Liabilities 2018: $0Net Assets 2018: $15,175,9382018Assets 2019: $14,882,398Liabilities 2019: $0Net Assets 2019: $14,882,3982019Assets 2020: $14,177,116Liabilities 2020: $0Net Assets 2020: $14,177,1162020Assets 2021: $18,767,899Liabilities 2021: $0Net Assets 2021: $18,767,8992021Assets 2022: $18,264,988Liabilities 2022: $0Net Assets 2022: $18,264,9882022Assets 2024: $17,066,707Liabilities 2024: $0Net Assets 2024: $17,066,7072024

Highlighted filing

2020

Assets$14,177,116
Liabilities$0
Net Assets$14,177,116

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $650,9332011Expenses 2012: $643,1372012Revenue 2013: $5,898,250Expenses 2013: $691,579Net Income 2013: $5,206,6712013Revenue 2014: $694,237Expenses 2014: $1,179,494Net Income 2014: -$485,2572014Revenue 2015: $1,466,951Expenses 2015: $1,166,893Net Income 2015: $300,0582015Revenue 2016: $2,066,323Expenses 2016: $1,058,997Net Income 2016: $1,007,3262016Revenue 2017: $490,074Expenses 2017: $1,028,084Net Income 2017: -$538,0102017Revenue 2018: $926,767Expenses 2018: $1,072,433Net Income 2018: -$145,6662018Revenue 2019: $786,202Expenses 2019: $1,079,742Net Income 2019: -$293,5402019Revenue 2020: $369,498Expenses 2020: $1,074,780Net Income 2020: -$705,2822020Revenue 2021: $5,934,310Expenses 2021: $1,343,527Net Income 2021: $4,590,7832021Revenue 2022: $700,199Expenses 2022: $1,203,110Net Income 2022: -$502,9112022Revenue 2024: $607,117Expenses 2024: $1,173,148Net Income 2024: -$566,0312024

Highlighted filing

2020

Revenue$369,498
Expenses$1,074,780
Net Income-$705,282
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 9, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRA W KRINSKYTrusteePT$143,000-$143,000
Filing and Contact Details

Filer

Filer Name
Beatrix Finston Padway Charitable Trust
EIN
31-6018432
Phone
3102466707
Address
1529 GILCREST DRIVE, BEVERLY HILLS, CA 90210-2515

Signing Officer

Name
Roberta Weintraub
Title
Trustee
Phone
3102460404
Signed
2021-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Michael D Schwartz CPA a Prof Corp
Address
30101 AGOURA COURT SUITE 112, AGOURA HILLS, CA 91301
Preparer
Michael D Schwartz
Phone
8188527281
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4121930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt541872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6118035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt753694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8208474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9130003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10102559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11119042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1258880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1388885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14146350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15124908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16169360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17146091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1875103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1995548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2055013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21233541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2278083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2370660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24109264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2565494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26108560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27109120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28110979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2981747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30102240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31128093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3261720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3350057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3461260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3567806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3687670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3719680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ROPER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ASML HOLDING NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MOODYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FIDELITY NATIONAL INFORMATION SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHURCH & DWIGHT CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CIGNA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CDW CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26AT&T INC 5% PREFERRED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BANK OF AMERICA 5% PREFERRED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29COOPER COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CITIGROUP INC 6.3% PREFERRED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34STRYKER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37WELLS FARGO & CO 5% PREFERRED
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0115096
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0117898
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0412353
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-44406
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0707
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0512000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/UnrelatedBusinessTaxblIncmAmt0844
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0368654
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0844
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0369498
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010135
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt085800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt057200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0143000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0800000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0800000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0412353
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0412353
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-705282
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05020085
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0707
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0707
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-44406
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0258640
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07225
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0844
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0844
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt085866
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0103751
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05198
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0899462
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0155264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01074780
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0413904
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0369498
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt099462
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0155264
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0274780
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0362
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272017-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282017-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362016-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432017-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442014-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462015-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482015-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492019-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502019-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512018-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542016-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552019-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572016-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602019-04-04

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.00$17.1$0.61$1.17$0.57
2022Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.70$1.20$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$0.00$18.8$5.93$1.34$4.59
2020Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.37$1.07$0.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$0.79$1.08$0.29
2018Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.93$1.07$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.00$15.3$0.49$1.03$0.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.00$15.9$2.07$1.06$1.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$1.47$1.17$0.30
2014Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.69$1.18$0.49
2013Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$5.90$0.69$5.21
2012Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.83$0.64
2011Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.65
Peer Organizations

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