Civic Intelligence

Ruth Baker Young Living Trust Dtd 07-11-79

990PF • Fiscal year 2021 • EIN 31-6208204

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 21, 2022

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(740) 588-6742

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

89th percentile

64%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

54th percentile

$22,620

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

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

Asset Growth

65th percentile

14%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

94th percentile

314%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,990,083

Up $371,909 (+14%) from 2020

Net Assets

Up

$2,990,083

Up $371,909 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin89th percentile

Revenue

Up

$575,606

Up $436,498 (+314%) from 2020

Expenses

Up

$204,866

Up $5,038 (+2.5%) from 2020

Net Income

Up

$370,740

Up $431,460 (+711%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,061,083Liabilities 2015: $0Net Assets 2015: $3,061,0832015Assets 2016: $2,958,511Liabilities 2016: $0Net Assets 2016: $2,958,5112016Assets 2017: $2,848,013Liabilities 2017: $0Net Assets 2017: $2,848,0132017Assets 2018: $2,799,678Liabilities 2018: $0Net Assets 2018: $2,799,6782018Assets 2019: $2,688,573Liabilities 2019: $0Net Assets 2019: $2,688,5732019Assets 2020: $2,618,174Liabilities 2020: $0Net Assets 2020: $2,618,1742020Assets 2021: $2,990,083Liabilities 2021: $0Net Assets 2021: $2,990,0832021Assets 2022: $3,221,543Liabilities 2022: $0Net Assets 2022: $3,221,5432022Assets 2023: $3,125,021Liabilities 2023: $0Net Assets 2023: $3,125,0212023Assets 2024: $3,728,973Liabilities 2024: $0Net Assets 2024: $3,728,9732024

Highlighted filing

2021

Assets$2,990,083
Liabilities$0
Net Assets$2,990,083
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $116,076Expenses 2015: $209,362Net Income 2015: -$93,2862015Revenue 2016: $85,512Expenses 2016: $195,594Net Income 2016: -$110,0822016Revenue 2017: $86,517Expenses 2017: $200,226Net Income 2017: -$113,7092017Revenue 2018: $160,178Expenses 2018: $201,720Net Income 2018: -$41,5422018Revenue 2019: $89,025Expenses 2019: $203,512Net Income 2019: -$114,4872019Revenue 2020: $139,108Expenses 2020: $199,828Net Income 2020: -$60,7202020Revenue 2021: $575,606Expenses 2021: $204,866Net Income 2021: $370,7402021Revenue 2022: $445,579Expenses 2022: $215,658Net Income 2022: $229,9212022Revenue 2023: $253,478Expenses 2023: $349,811Net Income 2023: -$96,3332023Revenue 2024: $808,433Expenses 2024: $204,249Net Income 2024: $604,1842024

Highlighted filing

2021

Revenue$575,606
Expenses$204,866
Net Income$370,740
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 21, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$22,620-$22,620
Filing and Contact Details

Filer

Filer Name
Ruth C Young Trust
EIN
31-6208204
Phone
7405886742
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
7405886742
Signed
2022-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence F Mcguire
Phone
4123556000
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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/StockNm7492939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7655261F104 MT BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7788160R101 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7814040H105 CAPITAL ONE FINL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79038222105 APPLIED MATLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80053484101 AVALONBAY CMNTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8109247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82512807108 LAM RESH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83701094104 PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84773903109 ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8535671D857 FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8774340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88922031737 VANGUARD FIXED INCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm927591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93244199105 DEERE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95464285204 ISHARES GOLD TRUST E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9600507V109 ACTIVISION BLIZZARD
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt093414
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0482104
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt088
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0575606
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0575606
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0482104
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt011310
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt011310
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt022620
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0178514
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0178514
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt093075
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt093414
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0370740
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0917419
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0482104
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0563457
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0220
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02002
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0191274
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011810
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0204866
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0575267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0575606
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012760
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011810
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026352
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01990-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292018-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302010-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt311990-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322010-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332010-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt341990-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352010-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt361990-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372011-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382014-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt391990-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt013012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt39281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt46675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt66274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt716460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt812734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt934328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt344591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3545536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3614250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt379970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3811273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt391138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41548

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,990,083
Liabilities
$0
Net assets
$2,990,083
Revenue
$575,606
Expenses
$204,866
Net income
$370,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.81$0.20$0.60
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.25$0.35$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.45$0.22$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.58$0.20$0.37
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.14$0.20$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.09$0.20$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.16$0.20$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.09$0.20$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.09$0.20$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.12$0.21$0.09