Civic Intelligence

Florence Simon Beecher Foundation

990PF • Fiscal year 2019 • EIN 34-6613413

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 30, 2020

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(330) 742-7021

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

5th percentile

-113%

Higher net margin than 5% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$76,272

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 34.7% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

19th percentile

-3.8%

Faster asset growth than 19% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$6,817,353

Down $267,304 (-3.8%) from 2018

Net Assets

Down

$6,817,353

Down $267,304 (-3.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin5th percentile

Revenue

Down

$220,017

Down $1,249,669 (-85%) from 2018

Expenses

Up

$469,415

Up $18,056 (+4.0%) from 2018

Net Income

Down

-$249,398

Down $1,267,725 (-124%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$10M$5.0M$0Assets 2015: $6,493,810Liabilities 2015: $0Net Assets 2015: $6,493,8102015Assets 2016: $6,204,683Liabilities 2016: $0Net Assets 2016: $6,204,6832016Assets 2017: $6,068,670Liabilities 2017: $0Net Assets 2017: $6,068,6702017Assets 2018: $7,084,657Liabilities 2018: $0Net Assets 2018: $7,084,6572018Assets 2019: $6,817,353Liabilities 2019: $0Net Assets 2019: $6,817,3532019Assets 2020: $7,001,717Liabilities 2020: $0Net Assets 2020: $7,001,7172020Assets 2021: $7,827,101Liabilities 2021: $0Net Assets 2021: $7,827,1012021Assets 2022: $7,720,512Liabilities 2022: $0Net Assets 2022: $7,720,5122022Assets 2023: $7,955,027Liabilities 2023: $0Net Assets 2023: $7,955,0272023Assets 2024: $8,460,753Liabilities 2024: $0Net Assets 2024: $8,460,7532024

Highlighted filing

2019

Assets$6,817,353
Liabilities$0
Net Assets$6,817,353
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $483,039Expenses 2015: $439,023Net Income 2015: $44,0162015Revenue 2016: $170,580Expenses 2016: $464,515Net Income 2016: -$293,9352016Revenue 2017: $266,739Expenses 2017: $404,132Net Income 2017: -$137,3932017Revenue 2018: $1,469,686Expenses 2018: $451,359Net Income 2018: $1,018,3272018Revenue 2019: $220,017Expenses 2019: $469,415Net Income 2019: -$249,3982019Revenue 2020: $614,005Expenses 2020: $446,540Net Income 2020: $167,4652020Revenue 2021: $1,371,184Expenses 2021: $519,492Net Income 2021: $851,6922021Revenue 2022: $426,267Expenses 2022: $608,833Net Income 2022: -$182,5662022Revenue 2023: $631,957Expenses 2023: $495,811Net Income 2023: $136,1462023Revenue 2024: $1,150,629Expenses 2024: $655,600Net Income 2024: $495,0292024

Highlighted filing

2019

Revenue$220,017
Expenses$469,415
Net Income-$249,398
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrusteeFT$76,272-$76,272
Filing and Contact Details

Filer

Filer Name
Florence S Beecher Fdn
EIN
34-6613413
Phone
3307427021
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3307427021
Signed
2020-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
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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/StockNm55VIACOM INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WHOLE FOODS MARKET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ACE LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61BAXTER INTERNATIONAL INC W/1 R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63EMERSON ELETRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64GOOGLE INC - CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65GOOGLE INC - CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66HUNTINGTON SITUS FUND III
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MATERIALS SELECT SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68OPPENHEIMER DEVELOPING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ADVANSIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72AMERICAN FUNDS-NEW WORLD FUND-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74DELL TECHNOLOGIES INC CL V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75GATEWAY FUND - CLASS Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MERGER FUND - L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SHIRE PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79THE KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ISHARES CORE S&P MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84THE KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85MCCORMICK & CO INC COM NON VTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87T. ROWE PRICE REAL ESTATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89VANGUARD FTSE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VANGUARD SMALL CAP INDEX - ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93AM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98CONSTELLATION BRANDS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100CROWN CASTLE INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102ECOLAB INC W/1 RT PER SHARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106ISHARES U.S. FINANCIALS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107JP MORGAN CHASE &CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108LOCKHEED MARTIN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109MFS GLOBAL REAL ESTATE FUND-R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112AMERICAN FUNDS- NEW WORLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113NORTHROP GRUMMAN CORP W/1 RT/S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114NUVEEN EQUITY MARKET NEUTRAL F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116RESIDEO TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122AMERICAN FUNDS - NEW WORLD FUN
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0185951
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt034066
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0220017
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0220017
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0990
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt034066
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt038136
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt038136
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt076272
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0364000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0364000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0184922
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0185951
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-249398
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0963277
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt034066
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0178955
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0475
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0475
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0927
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt027203
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0403106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt040033
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0469415
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0218988
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0220017
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt039106
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt040033
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0105415
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt170097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt299880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt38805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt499226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt586287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt699900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt799875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt899273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt999881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1199980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1259263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt016904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt123553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-21644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt312386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-12298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1312158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt016904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-21644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt312386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-12298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1120

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,817,353
Liabilities
$0
Net assets
$6,817,353
Revenue
$220,017
Expenses
$469,415
Net income
-$249,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$1.15$0.66$0.50
2023Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.63$0.50$0.14
2022Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$0.43$0.61$0.18
2021Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$1.37$0.52$0.85
2020Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.61$0.45$0.17
2019Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.22$0.47$0.25
2018Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$1.47$0.45$1.02
2017Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.27$0.40$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.17$0.46$0.29
2015Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.48$0.44$0.04