Civic Intelligence

Lupke Foundation Inc Agency

990PF • Fiscal year 2021 • EIN 35-6017808

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 15, 2022

Organization Profile
127 W Berry Street Ste 500Fort Wayne, IN 46802-2310

(260) 424-4150

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

82nd percentile

48%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

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

Asset Growth

48th percentile

6.2%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

94th percentile

348%

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

$1,407,290

Up $81,996 (+6.2%) from 2020

Net Assets

Up

$1,407,290

Up $81,996 (+6.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin82nd percentile

Revenue

Up

$171,099

Up $132,903 (+348%) from 2020

Expenses

Up

$88,442

Up $3,136 (+3.7%) from 2020

Net Income

Up

$82,657

Up $129,767 (+275%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $1,254,248Liabilities 2013: $0Net Assets 2013: $1,254,2482013Assets 2014: $1,263,795Liabilities 2014: $0Net Assets 2014: $1,263,7952014Assets 2015: $1,286,440Liabilities 2015: $0Net Assets 2015: $1,286,4402015Assets 2016: $1,268,493Liabilities 2016: $0Net Assets 2016: $1,268,4932016Assets 2017: $1,265,454Liabilities 2017: $0Net Assets 2017: $1,265,4542017Assets 2018: $1,279,494Liabilities 2018: $0Net Assets 2018: $1,279,4942018Assets 2019: $1,370,882Liabilities 2019: $0Net Assets 2019: $1,370,8822019Assets 2020: $1,325,294Liabilities 2020: $0Net Assets 2020: $1,325,2942020Assets 2021: $1,407,290Liabilities 2021: $0Net Assets 2021: $1,407,2902021Assets 2022: $1,445,824Liabilities 2022: $0Net Assets 2022: $1,445,8242022Assets 2023: $1,413,883Liabilities 2023: $0Net Assets 2023: $1,413,8832023Assets 2024: $1,391,596Liabilities 2024: $0Net Assets 2024: $1,391,5962024

Highlighted filing

2021

Assets$1,407,290
Liabilities$0
Net Assets$1,407,290
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$400K$200K$0-$200KRevenue 2013: $366,971Expenses 2013: $70,880Net Income 2013: $296,0912013Revenue 2014: $91,800Expenses 2014: $81,995Net Income 2014: $9,8052014Revenue 2015: $102,070Expenses 2015: $79,802Net Income 2015: $22,2682015Revenue 2016: $64,179Expenses 2016: $82,120Net Income 2016: -$17,9412016Revenue 2017: $78,565Expenses 2017: $81,597Net Income 2017: -$3,0322017Revenue 2018: $97,201Expenses 2018: $83,159Net Income 2018: $14,0422018Revenue 2019: $182,367Expenses 2019: $90,974Net Income 2019: $91,3932019Revenue 2020: $38,196Expenses 2020: $85,306Net Income 2020: -$47,1102020Revenue 2021: $171,099Expenses 2021: $88,442Net Income 2021: $82,6572021Revenue 2022: $140,200Expenses 2022: $101,291Net Income 2022: $38,9092022Revenue 2023: $57,360Expenses 2023: $89,774Net Income 2023: -$32,4142023Revenue 2024: $66,471Expenses 2024: $88,525Net Income 2024: -$22,0542024

Highlighted filing

2021

Revenue$171,099
Expenses$88,442
Net Income$82,657
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 15, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUANE E LUPKEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lupke Foundation Inc Agency
EIN
35-6017808
Phone
2604244150
Address
127 W BERRY STREET STE 500, FORT WAYNE, IN 46802-2310

Signing Officer

Name
Duane E Lupke
Title
President
Phone
2604244150
Signed
2022-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Eric W Coursey
Phone
8445222059
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1874256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1974440B884 PRUDENTIAL TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2077958B105 T ROWE PRICE INSTITU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2189154X526 TOUCHSTONE MID CAP G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2289609H704 TRIBUTARY SMALL COMP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2392837F763 VIRTUS SEIX FLOATING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2405587K857 BNYM INTERNATIONAL S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2509260B465 BLACKROCK LOW DURATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2631428Q713 FEDERATED TOTAL RETU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27412295701 HARDING LOEVNER INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28464287440 ISHARES BARCLAYS 7-1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2969447T771 PACIFIC FUNDS FLOATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3077958B402 T ROWE PRICE INSTITU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3192837F755 VIRTUS SEIX FLOATING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt035505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt144094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2163608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt320761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt427482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt572231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt662234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt719592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt821145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt959912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1030640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1152845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1242457
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1329723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1443457
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1539548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1629081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1723322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1870803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19133655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2042568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2136164
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2259225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2341957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt248843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2519185
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt035218
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0135881
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0171099
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0171099
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0135881
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt035097
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt035218
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt082657
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0430646
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0135881
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0157536
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012916
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0522
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0522
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt088442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0170978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0171099
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013442
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013442
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt54998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt65843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt711393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt85611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt92785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt156032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1621012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2128808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt226121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt236583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt246123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt254612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2625390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2730607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0672

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Filings

Displayed year

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

Open filing
Assets
$1,407,290
Liabilities
$0
Net assets
$1,407,290
Revenue
$171,099
Expenses
$88,442
Net income
$82,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.06$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.14$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.17$0.09$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.04$0.09$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.18$0.09$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.10$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.08$0.08$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.10$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.09$0.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.37$0.07$0.30