Civic Intelligence

George Pommer Charitable Trust

990PF • Fiscal year 2020 • EIN 41-6335537

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

38th percentile

-1.2%

Higher net margin than 38% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

64th percentile

$11,630

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 23.5% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

37th percentile

-0.3%

Faster asset growth than 37% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

137%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$653,175

Down $2,280 (-0.3%) from 2019

Net Assets

Down

$653,175

Down $2,280 (-0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin38th percentile

Revenue

Up

$49,594

Up $28,667 (+137%) from 2019

Expenses

Up

$50,212

Up $423 (+0.8%) from 2019

Net Income

Up

-$618

Up $28,244 (+98%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$800K$600K$400K$200K$0Assets 2011: $667,867Liabilities 2011: $0Net Assets 2011: $667,8672011Assets 2012: $653,552Liabilities 2012: $0Net Assets 2012: $653,5522012Assets 2013: $734,112Liabilities 2013: $0Net Assets 2013: $734,1122013Assets 2014: $738,850Liabilities 2014: $02014Assets 2015: $731,034Liabilities 2015: $02015Assets 2018: $684,468Liabilities 2018: $0Net Assets 2018: $684,4682018Assets 2019: $655,455Liabilities 2019: $0Net Assets 2019: $655,4552019Assets 2020: $653,175Liabilities 2020: $0Net Assets 2020: $653,1752020Assets 2021: $650,865Liabilities 2021: $0Net Assets 2021: $650,8652021Assets 2022: $621,598Liabilities 2022: $0Net Assets 2022: $621,5982022Assets 2023: $617,792Liabilities 2023: $0Net Assets 2023: $617,7922023Assets 2024: $578,978Liabilities 2024: $0Net Assets 2024: $578,9782024

Highlighted filing

2020

Assets$653,175
Liabilities$0
Net Assets$653,175
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $36,597Expenses 2011: $21,209Net Income 2011: $15,3882011Revenue 2012: $13,703Expenses 2012: $27,375Net Income 2012: -$13,6722012Revenue 2013: $101,944Expenses 2013: $22,371Net Income 2013: $79,5732013Revenue 2014: $37,688Expenses 2014: $31,924Net Income 2014: $5,7642014Revenue 2015: $22,811Expenses 2015: $31,229Net Income 2015: -$8,4182015Revenue 2018: $28,018Expenses 2018: $50,930Net Income 2018: -$22,9122018Revenue 2019: $20,927Expenses 2019: $49,789Net Income 2019: -$28,8622019Revenue 2020: $49,594Expenses 2020: $50,212Net Income 2020: -$6182020Revenue 2021: $49,440Expenses 2021: $52,286Net Income 2021: -$2,8462021Revenue 2022: $25,335Expenses 2022: $54,362Net Income 2022: -$29,0272022Revenue 2023: $45,489Expenses 2023: $49,254Net Income 2023: -$3,7652023Revenue 2024: $15,673Expenses 2024: $54,287Net Income 2024: -$38,6142024

Highlighted filing

2020

Revenue$49,594
Expenses$50,212
Net Income-$618
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$11,630-$11,630
AMERICAN SWEDISH INSTITUTECo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE AMERICAN SWEDISH INSTITUTEGENERAL OPERATINGPCMINNEAPOLIS, MN, US$37,113
Filing and Contact Details

Filer

Filer Name
Pommer George Charitable Tr-main
EIN
41-6335537
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5003027X100 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51064058100 THE BANK OF NEW YORK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52313383ZU8 FED HOME LN BK 3.000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5498419M100 XYLEM INC/NY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55808513105 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5646434G863 ISHARES MSCI EM ESG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5746435G516 ISHARES TRUST ISHARE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58912828R69 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59904784709 UNILEVER N.V. - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6058933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61025816109 AMERICAN EXPRESS COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62216648402 COOPER COS INC COM N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63773903109 ROCKWELL AUTOMATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64912828XT2 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6527831R108 EV GLBL MACR ABS RTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt06777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt220685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt314281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt421817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt57106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt67999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt78318
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt827772
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt95163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1023929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1123008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1215513
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018714
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt030880
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt049594
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt049594
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0952
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0952
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt030880
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01163
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010467
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011630
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt037113
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt037113
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018188
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018714
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-618
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0172097
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt030880
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt038163
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0438
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0492
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt039253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010905
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt050212
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt049068
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt049594
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010905
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013099
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122010-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212013-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292018-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332020-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342017-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392014-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412013-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422017-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432015-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442018-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452015-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462014-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472013-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492016-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502020-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512014-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522013-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt75597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt85348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt97729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt106501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt118912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21302

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Filings

Displayed year

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

Open filing
Assets
$653,175
Liabilities
$0
Net assets
$653,175
Revenue
$49,594
Expenses
$50,212
Net income
-$618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.16$0.54$0.39
2023Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.45$0.49$0.04
2022Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.25$0.54$0.29
2021Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.49$0.52$0.03
2020Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.50$0.50$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.21$0.50$0.29
2018Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.28$0.51$0.23
2015Summary only. Only limited summary data is available for this year.$7.31$0.00$0.23$0.31$0.08
2014Summary only. Only limited summary data is available for this year.$7.39$0.00$0.38$0.32$0.06
2013Summary only. Only limited summary data is available for this year.$7.34$0.00$7.34$1.02$0.22$0.80
2012Summary only. Only limited summary data is available for this year.$6.54$0.00$6.54$0.14$0.27$0.14
2011Summary only. Only limited summary data is available for this year.$6.68$0.00$6.68$0.37$0.21$0.15