Civic Intelligence

Briggs Mary Charitable Tr-Main

990PF • Fiscal year 2020 • EIN 41-6480637

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 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

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

31st percentile

-4.8%

Higher net margin than 31% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$74,085

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

33rd percentile

-0.4%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

2.2%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$5,762,958

Down $21,956 (-0.4%) from 2019

Net Assets

Down

$5,762,958

Down $21,956 (-0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin31st percentile

Revenue

Up

$428,320

Up $9,300 (+2.2%) from 2019

Expenses

Up

$448,876

Up $46,746 (+12%) from 2019

Net Income

Down

-$20,556

Down $37,446 (-222%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,266,817Liabilities 2011: $02011Assets 2012: $6,236,187Liabilities 2012: $02012Assets 2013: $6,504,745Liabilities 2013: $02013Assets 2014: $6,454,253Liabilities 2014: $02014Assets 2015: $6,122,456Liabilities 2015: $02015Assets 2018: $5,762,931Liabilities 2018: $0Net Assets 2018: $5,762,9312018Assets 2019: $5,784,914Liabilities 2019: $0Net Assets 2019: $5,784,9142019Assets 2020: $5,762,958Liabilities 2020: $0Net Assets 2020: $5,762,9582020Assets 2021: $5,913,002Liabilities 2021: $0Net Assets 2021: $5,913,0022021Assets 2022: $5,744,747Liabilities 2022: $0Net Assets 2022: $5,744,7472022Assets 2023: $5,753,698Liabilities 2023: $0Net Assets 2023: $5,753,6982023Assets 2024: $5,647,771Liabilities 2024: $0Net Assets 2024: $5,647,7712024

Highlighted filing

2020

Assets$5,762,958
Liabilities$0
Net Assets$5,762,958
Open 2020 Filing

Operations Trend

Revenue Growth54th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $381,436Expenses 2011: $481,310Net Income 2011: -$99,8742011Revenue 2012: $382,906Expenses 2012: $415,561Net Income 2012: -$32,6552012Revenue 2013: $689,739Expenses 2013: $444,318Net Income 2013: $245,4212013Revenue 2014: $434,486Expenses 2014: $480,699Net Income 2014: -$46,2132014Revenue 2015: $116,787Expenses 2015: $460,733Net Income 2015: -$343,9462015Revenue 2018: $333,937Expenses 2018: $464,423Net Income 2018: -$130,4862018Revenue 2019: $419,020Expenses 2019: $402,130Net Income 2019: $16,8902019Revenue 2020: $428,320Expenses 2020: $448,876Net Income 2020: -$20,5562020Revenue 2021: $624,694Expenses 2021: $467,453Net Income 2021: $157,2412021Revenue 2022: $334,752Expenses 2022: $494,274Net Income 2022: -$159,5222022Revenue 2023: $406,639Expenses 2023: $399,596Net Income 2023: $7,0432023Revenue 2024: $338,492Expenses 2024: $443,798Net Income 2024: -$105,3062024

Highlighted filing

2020

Revenue$428,320
Expenses$448,876
Net Income-$20,556
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$74,085-$74,085
Filing and Contact Details

Filer

Filer Name
Briggs Mary Charitable Tr-main
EIN
41-6480637
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2021-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt414812C0803 JPMORGAN HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4247803M168 JOHN HANCOCK II-ABSL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44277923751 PARAMETRIC EMERGING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4578463X863 SPDR DJ WILSHIRE INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46931142DH3 WAL-MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47866674104 SUN CMNTYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4876131N101 RETAIL OPPORTUNITY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4935086T109 FOUR CORNERS PROPERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50444097109 HUDSON PACIFIC PROPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51902973304 US BANCORP DEL NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5294988V357 WF SHORT-TERM BOND-R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53166764100 CHEVRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5589153VAB5 TOTAL CAPITAL INTL 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5678410G104 SBA COMMUNICATIONS C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57867224107 SUNCOR ENERGY INC NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5929476L107 EQUITY RESIDENTIAL P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6044107P104 HOST HOTELS RESORTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6103027X100 AMERICAN TOWER REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62907818108 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6304314H402 ARTISAN INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65654106103 NIKE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66037833AR1 APPLE INC 2.850% 5/0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6791324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6800123Q104 AGNC INVESTMENT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69Y2573F102 FLEXTRONICS INTL LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70405217100 HAIN CELESTIAL GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7111135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73517834107 LAS VEGAS SANDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74277923264 EATON VANCE GLOB MAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75421946104 HEALTHCARE RLTY TR C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77512807108 LAM RESEARCH CORP CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78755111507 RAYTHEON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7931641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8002079K107 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81172967424 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82592905764 METROPOLITAN WEST T/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8387234N765 TCW EMRG MKTS INCM-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84693475105 PNC FINANCIAL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8500769G188 ACADIAN EMG MRKTS PO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86891160509 TORONTO DOMINION BK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8746625H100 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8885254J102 STAG INDUSTRIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8931620M106 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90921943858 VANGUARD FTSE DEVELO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91192446102 COGNIZANT TECH SOLUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9256501R106 MANULIFE FINANCIAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93925652109 VICI PROPERTIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9459522J103 MID AMERICA APARTMEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9548129C603 JPMORGAN US L/C CORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9674440Y884 PGIM HIGH YIELD-Q 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9727830W108 EV GL MACR ABS RTRN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9846090F100 INVESCO OPTIMUM YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9946647B404 JPMORGAN MID CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0663735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1422740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt293910
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3194840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4355682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5720611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt697782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt767944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8288350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9127343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10306128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11262325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12304554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13149372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14494822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15395076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1665497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17193253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18282245
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0184177
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0244143
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0428320
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0428320
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0951
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0951
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0244143
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt018521
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt055564
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt074085
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0360633
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0360633
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0182710
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0184177
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20556
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01776339
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0244143
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0369554
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01728
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0380130
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt057299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0448876
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0426853
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0428320
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt019497
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt057299
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt088243
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-06-24

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Filings

Displayed year

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

Open filing
Assets
$5,762,958
Liabilities
$0
Net assets
$5,762,958
Revenue
$428,320
Expenses
$448,876
Net income
-$20,556
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.34$0.44$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.41$0.40$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.33$0.49$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.62$0.47$0.16
2020Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.43$0.45$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.42$0.40$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.33$0.46$0.13
2015Summary only. Only limited summary data is available for this year.$6.12$0.00$0.12$0.46$0.34
2014Summary only. Only limited summary data is available for this year.$6.45$0.00$0.43$0.48$0.05
2013Summary only. Only limited summary data is available for this year.$6.50$0.00$0.69$0.44$0.25
2012Summary only. Only limited summary data is available for this year.$6.24$0.00$0.38$0.42$0.03
2011Summary only. Only limited summary data is available for this year.$6.27$0.00$0.38$0.48$0.10
Peer Organizations

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