Civic Intelligence

Velma a Neiman Charitable Foundation

990PF • Fiscal year 2020 • EIN 43-6362412

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

Organization Profile
6434 Cecil AvenueClayton, MO 63105

(314) 241-9090

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

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

Liabilities / Revenue

29th percentile

0.00x

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

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

Net Margin

10th percentile

-75%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

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

Asset Growth

12th percentile

-7.0%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

47th percentile

-2.1%

Faster revenue growth than 47% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,523,216

Down $115,481 (-7.0%) from 2019

Net Assets

$1,523,216

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin10th percentile

Revenue

Down

$252,383

Down $5,479 (-2.1%) from 2019

Expenses

Down

$442,253

Down $10,905 (-2.4%) from 2019

Net Income

Up

-$189,870

Up $5,426 (+2.8%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,606,028Liabilities 2011: $02011Assets 2012: $2,602,011Liabilities 2012: $02012Assets 2013: $2,409,484Liabilities 2013: $02013Assets 2014: $2,343,513Liabilities 2014: $02014Assets 2015: $2,204,270Liabilities 2015: $02015Assets 2019: $1,638,697Liabilities 2019: $02019Assets 2020: $1,523,216Liabilities 2020: $0Net Assets 2020: $1,523,2162020Assets 2021: $1,343,933Liabilities 2021: $0Net Assets 2021: $1,343,9332021Assets 2022: $1,296,505Liabilities 2022: $0Net Assets 2022: $1,296,5052022Assets 2023: $1,210,303Liabilities 2023: $0Net Assets 2023: $1,210,3032023Assets 2024: $1,375,912Liabilities 2024: $0Net Assets 2024: $1,375,9122024

Highlighted filing

2020

Assets$1,523,216
Liabilities$0
Net Assets$1,523,216
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $161,003Expenses 2011: $300,221Net Income 2011: -$139,2182011Revenue 2012: $183,775Expenses 2012: $328,745Net Income 2012: -$144,9702012Revenue 2013: $190,342Expenses 2013: $357,147Net Income 2013: -$166,8052013Revenue 2014: $202,275Expenses 2014: $382,545Net Income 2014: -$180,2702014Revenue 2015: $224,921Expenses 2015: $401,931Net Income 2015: -$177,0102015Revenue 2019: $257,862Expenses 2019: $453,158Net Income 2019: -$195,2962019Revenue 2020: $252,383Expenses 2020: $442,253Net Income 2020: -$189,8702020Revenue 2021: $249,679Expenses 2021: $428,962Net Income 2021: -$179,2832021Revenue 2022: $258,771Expenses 2022: $511,568Net Income 2022: -$252,7972022Revenue 2023: $268,820Expenses 2023: $536,266Net Income 2023: -$267,4462023Revenue 2024: $277,970Expenses 2024: $553,830Net Income 2024: -$275,8602024

Highlighted filing

2020

Revenue$252,383
Expenses$442,253
Net Income-$189,870
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 Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER L WITTENBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Velma a Neiman Charitable Foundation
EIN
43-6362412
Phone
3142419090
Address
6434 CECIL AVENUE, CLAYTON, MO 63105

Signing Officer

Name
Walter L Wittenberg
Title
Trustee
Phone
3142419090
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
ONE NORTH BRENTWOOD, SAINT LOUIS, MO 63105
Preparer
Kimberly a Ryan
Phone
3142903300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CITIGROUP - QTY: 20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COMCAST HOLDINGS - QTY: 690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CORTEVA INC. - QTY: 106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CORTEVA INC. - QTY: 384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DOMINION ENERGY - QTY: 1,124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DOW INC. - QTY: 106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DOW INC. - QTY: 384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DUKE ENERGY - QTY: 325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DUPONT DE NEMOURS INC. - QTY: 384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DUPONT DE NEMOURS INC. - QTY: 106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ELI LILLY - QTY: 325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EXXON MOBIL - QTY: 1,295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EXXON MOBIL - QTY: 3,960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FEDERAL NATL MORT - QTY: 5,248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FEDERAL NATL MTG ASSOC - QTY: 563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44FIRSTENERGY CORP. - QTY: 749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FRONTIER COMMUNICATIONS - QTY: 10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46FRONTIER COMMUNICATIONS - QTY: 24
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FRONTIER COMMUNICATIONS - QTY: 4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48GANNETT - QTY: 23
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49GARRETT ADVANCING MOTION - QTY: 21
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50GENERAL ELECTRIC - QTY: 1,350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GENERAL ELECTRIC - QTY: 350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52GENERAL ELECTRIC - QTY: 6,756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HALLIBURTON - QTY: 2,252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HONEYWELL - QTY: 213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55INTEL - QTY: 1,500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56J.M. SMUCKER - QTY: 24
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57JOHNSON & JOHNSON - QTY: 100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58JOHNSON & JOHNSON - QTY: 200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JOHNSON & JOHNSON - QTY: 50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60KIMBERLY CLARK - QTY: 2,922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61KIMBERLY CLARK - QTY: 250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62KRAFT HEINZ - QTY: 713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LIVE NATION ENTERTAINMENT - QTY: 23
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MACYS - QTY: 1,050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MCDONALDS - QTY: 1,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MCDONALDS - QTY: 3,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MERCK - QTY: 375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MERCK & CO - QTY: 3,096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MICROSOFT - QTY: 200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MICROSOFT - QTY: 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MONDELEZ INT'L - QTY: 2,140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NEENAH PAPER - QTY: 88
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73OCCIDENTAL PETROLEUM - QTY: 209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74OCCIDENTAL PETROLEUM - WARRANTS EXP 8/3/2027 - QTY: 26
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75OTIS WORLDWIDE CORP. - QTY: 112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PEPSICO - QTY: 700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PFIZER INC. - QTY: 6,744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PFIZER INC. - QTY: 750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PHILLIP MORRIS - QTY: 3,093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PROCTOR & GAMBLE - QTY: 2,400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PROCTOR & GAMBLE - QTY: 438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PROCTOR & GAMBLE - QTY: 800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83RAYTHEON TECHNOLOGIES - QTY: 224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84RESIDEO TECHNOLOGIES - QTY: 35
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85ROYAL DUTCH SHELL - QTY: 3,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TARGET - QTY: 250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TEGNA (FORMERLY GANNETT) - QTY: 87
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TEXAS INSTRUMENTS - QTY: 250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89T-MOBILE - QTY: 16
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90T-MOBILE - QTY: 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TRONOX - QTY: 27
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UNION PACIFIC - QTY: 3,712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93UNITI GROUP (FORMERLY CS&L) - QTY: 63
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VERIZON - QTY: 1,500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VERIZON - QTY: 175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VERIZON - QTY: 685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VERIZON - QTY: 75
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VIACOMCBS - QTY: 169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VIATRIS INC. - QTY: 836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VIATRIS INC. - QTY: 93
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WABTEC - QTY: 36
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WABTEC - QTY: 9
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WAL MART - QTY: 177.5945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WAL MART - QTY: 177.5945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105WALT DISNEY - QTY: 3,384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106WASTE MANAGEMENT - QTY: 883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107WESTERN UNION - QTY: 250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108WINDSTREAM CORP - QTY: 10
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0251523
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0860
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0252383
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0252383
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0395000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0395000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0251523
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0251523
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-189870
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0860
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0860
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt042810
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt042810
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0251520
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0863
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04443
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0437810
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0442253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0252383
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0252383
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt042810
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0863
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt047253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-96
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-96
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.125 OCCIDENTAL PETROLEUM CORP. WARRANTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1.459 T-MOBILE US INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2.615 T-MOBILE US INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3.059170 VIATRIS INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4.788054 VIATRIS INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-53
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-189870
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt074389

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Filings

Displayed year

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

Open filing
Assets
$1,523,216
Liabilities
$0
Net assets
$1,523,216
Revenue
$252,383
Expenses
$442,253
Net income
-$189,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.28$0.55$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.27$0.54$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.26$0.51$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.25$0.43$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.25$0.44$0.19
2019Summary only. Only limited summary data is available for this year.$1.64$0.00$0.26$0.45$0.20
2015Summary only. Only limited summary data is available for this year.$2.20$0.00$0.22$0.40$0.18
2014Summary only. Only limited summary data is available for this year.$2.34$0.00$0.20$0.38$0.18
2013Summary only. Only limited summary data is available for this year.$2.41$0.00$0.19$0.36$0.17
2012Summary only. Only limited summary data is available for this year.$2.60$0.00$0.18$0.33$0.14
2011Summary only. Only limited summary data is available for this year.$2.61$0.00$0.16$0.30$0.14