Civic Intelligence

Fred Siegel Foundation

990PF • Fiscal year 2020 • EIN 33-0830411

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 02, 2022

Organization Profile
8 W 19th Street 10flNew York, NY 10011

(917) 817-0855

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2020 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

42nd percentile

0.00x

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

2020 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-505%

Higher net margin than 4% of similar nonprofits.

2020 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2020

Asset Growth

11th percentile

-8.3%

Faster asset growth than 11% of similar nonprofits.

2020 filings • NTEE T30 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-87%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • NTEE T30 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$3,150,515

Down $285,747 (-8.3%) from 2019

Net Assets

Down

$3,150,515

Down $285,747 (-8.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin4th percentile

Revenue

Down

$28,199

Down $195,098 (-87%) from 2019

Expenses

Down

$170,523

Down $9,967 (-5.5%) from 2019

Net Income

Down

-$142,324

Down $185,131 (-432%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th 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: $3,298,219Liabilities 2015: $0Net Assets 2015: $3,298,2192015Assets 2016: $3,235,401Liabilities 2016: $0Net Assets 2016: $3,235,4012016Assets 2017: $3,300,832Liabilities 2017: $0Net Assets 2017: $3,300,8322017Assets 2018: $3,393,455Liabilities 2018: $0Net Assets 2018: $3,393,4552018Assets 2019: $3,436,262Liabilities 2019: $0Net Assets 2019: $3,436,2622019Assets 2020: $3,150,515Liabilities 2020: $0Net Assets 2020: $3,150,5152020Assets 2021: $3,032,445Liabilities 2021: $0Net Assets 2021: $3,032,4452021Assets 2022: $2,657,040Liabilities 2022: $0Net Assets 2022: $2,657,0402022Assets 2023: $3,171,364Liabilities 2023: $0Net Assets 2023: $3,171,3642023Assets 2024: $3,893,194Liabilities 2024: $0Net Assets 2024: $3,893,1942024

Highlighted filing

2020

Assets$3,150,515
Liabilities$0
Net Assets$3,150,515
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.0M$500K$0-$500KRevenue 2015: -$36,180Expenses 2015: $178,103Net Income 2015: -$214,2832015Revenue 2016: $112,715Expenses 2016: $175,533Net Income 2016: -$62,8182016Revenue 2017: $249,408Expenses 2017: $183,977Net Income 2017: $65,4312017Revenue 2018: $282,660Expenses 2018: $190,037Net Income 2018: $92,6232018Revenue 2019: $223,297Expenses 2019: $180,490Net Income 2019: $42,8072019Revenue 2020: $28,199Expenses 2020: $170,523Net Income 2020: -$142,3242020Revenue 2021: $87,567Expenses 2021: $215,877Net Income 2021: -$128,3102021Revenue 2022: -$38,611Expenses 2022: $223,986Net Income 2022: -$262,5972022Revenue 2023: $539,412Expenses 2023: $193,066Net Income 2023: $346,3462023Revenue 2024: $901,990Expenses 2024: $180,160Net Income 2024: $721,8302024

Highlighted filing

2020

Revenue$28,199
Expenses$170,523
Net Income-$142,324
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 2, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SIEGELManager Prin.PT$0--
Filing and Contact Details

Filer

Filer Name
Fred Siegel Foundation
EIN
33-0830411
Phone
9178170855
Address
8 W 19TH STREET 10FL, NEW YORK, NY 10011

Signing Officer

Name
David Siegel
Title
Manager Prin.
Signed
2022-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Warren J Michaels CPA
Address
36334 Dali Drive, Cathedral City, CA 92234
Preparer
Warren J Michaels
Phone
7607703653
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78825 AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79302 AMERICAN WATER WORKS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80463 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81111 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8299 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83228 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm841,334 AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85196 ADP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86194 AVALONBAY COMMUNITIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm871,682 BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88600 BHP GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8987 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm901,079 BORG WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91494 BRISTOL-MEYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92130 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93206 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94336 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95721 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96699 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97609 COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm981,382 COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99667 EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100301 EATON CORPORATION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101855 EMBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1021,477 FOX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103729 GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104231 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105188 HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106621 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107456 JOHNSON & JOHMSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108743 JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109296 KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110173 L3 HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111189 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11233 M.D.C. HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113155 MCDONALDS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114288 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115354 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116780 METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11788 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1181,239 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119800 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120321 LUKOIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121937 ONEOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122462 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123846 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124357 PHILLIP MORRIS INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125462 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126495 POLARIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127250 PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12821 PROCTER & GAMBLE cO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129360 PROGRESSIVE CORP (OHIO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130597 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131468 RAYTHEON TECH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132660 ROCHE HOLDINGS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133415 ROYAL BANK OF CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134379 SCIENCE APPLICATION INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135926 SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136316 STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137227 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138259 TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139564 TIMKEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140807 TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141817 TRUST FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142276 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143198 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144401 VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145543 VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146104 VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147224 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148268 WALT DISNEY cOMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149267 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150280 WILLIS TOWERS WATSON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1518 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152FDIC INSURED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1532,680 DELTA AIRLINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1543,236 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15515,700 ESCROW GENERAL MOTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1564,000 FREDDIE MAC 5.57% CALLABLE
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt086074
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-57875
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt086074
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-57875
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt028199
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt086074
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0141500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0141500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt086074
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt086074
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt086074
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-142324
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01670895
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-57875
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt086074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0235
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt026213
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt086074
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0141500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0170523
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt086074
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt028199
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt121990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt131990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01619298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt118311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt230274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt448918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-151785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt127438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt330426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt422793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-151785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt127438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt330426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt422793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01467513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt145749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt240079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt342395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt471711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91423

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Filings

Displayed year

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

Open filing
Assets
$3,150,515
Liabilities
$0
Net assets
$3,150,515
Revenue
$28,199
Expenses
$170,523
Net income
-$142,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.90$0.18$0.72
2023Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.54$0.19$0.35
2022Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.04$0.22$0.26
2021Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.09$0.22$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.03$0.17$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.22$0.18$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.28$0.19$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.25$0.18$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.11$0.18$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.04$0.18$0.21