Civic Intelligence

V & H Charitable Foundation

990PF • Fiscal year 2020 • EIN 43-6378149

Apr 01, 2019 to Mar 31, 2020 • Filed on Feb 15, 2021

Organization Profile
PO Box 26128Overland Park, KS 66225

(913) 234-3000

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

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

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

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

98th percentile

537%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$9,476,634

Up $1,133,965 (+14%) from 2019

Net Assets

Up

$9,476,634

Up $1,133,965 (+14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin80th percentile

Revenue

Up

$3,676,412

Up $3,099,489 (+537%) from 2019

Expenses

Up

$2,542,447

Up $2,336,752 (+1136%) from 2019

Net Income

Up

$1,133,965

Up $762,737 (+205%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$10M$5.0M$0Assets 2011: $8,748,812Liabilities 2011: $0Net Assets 2011: $8,748,8122011Assets 2012: $8,947,632Liabilities 2012: $0Net Assets 2012: $8,947,6322012Assets 2013: $9,145,245Liabilities 2013: $0Net Assets 2013: $9,145,2452013Assets 2014: $8,879,775Liabilities 2014: $0Net Assets 2014: $8,879,7752014Assets 2015: $9,066,611Liabilities 2015: $0Net Assets 2015: $9,066,6112015Assets 2016: $8,622,969Liabilities 2016: $0Net Assets 2016: $8,622,9692016Assets 2017: $8,371,648Liabilities 2017: $0Net Assets 2017: $8,371,6482017Assets 2018: $7,971,441Liabilities 2018: $0Net Assets 2018: $7,971,4412018Assets 2019: $8,342,669Liabilities 2019: $0Net Assets 2019: $8,342,6692019Assets 2020: $9,476,634Liabilities 2020: $0Net Assets 2020: $9,476,6342020Assets 2021: $7,235,299Liabilities 2021: $12021Assets 2022: $9,591,971Liabilities 2022: $0Net Assets 2022: $9,591,9712022Assets 2023: $9,083,108Liabilities 2023: $12023Assets 2025: $8,961,765Liabilities 2025: $0Net Assets 2025: $8,961,7652025

Highlighted filing

2020

Assets$9,476,634
Liabilities$0
Net Assets$9,476,634
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $610,4302011Expenses 2012: $232,1692012Expenses 2013: $291,5782013Revenue 2014: $479,317Expenses 2014: $744,787Net Income 2014: -$265,4702014Revenue 2015: $744,617Expenses 2015: $557,781Net Income 2015: $186,8362015Revenue 2016: $286,266Expenses 2016: $729,908Net Income 2016: -$443,6422016Revenue 2017: $422,990Expenses 2017: $674,311Net Income 2017: -$251,3212017Revenue 2018: $414,056Expenses 2018: $814,263Net Income 2018: -$400,2072018Revenue 2019: $576,923Expenses 2019: $205,695Net Income 2019: $371,2282019Revenue 2020: $3,676,412Expenses 2020: $2,542,447Net Income 2020: $1,133,9652020Revenue 2021: $1,253,367Expenses 2021: $3,814,282Net Income 2021: -$2,560,9152021Revenue 2022: $4,254,382Expenses 2022: $1,898,393Net Income 2022: $2,355,9892022Revenue 2023: -$289,261Expenses 2023: $221,172Net Income 2023: -$510,4332023Revenue 2025: $296,790Expenses 2025: $934,531Net Income 2025: -$637,7412025

Highlighted filing

2020

Revenue$3,676,412
Expenses$2,542,447
Net Income$1,133,965
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Feb 15, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE M REGNIERTrustee-$0--
ROBERT B REGNIERTrustee-$0--
VICTOR A REGNIERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
V & H Charitable Foundation
EIN
43-6378149
Phone
9132343000
Address
PO BOX 26128, OVERLAND PARK, KS 66225

Signing Officer

Name
Bob Regnier
Title
Executive Chairman & CEO
Phone
9132343000
Signed
2021-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
12721 METCALF AVENUE SUITE 104, OVERLAND PARK, KS 66213
Preparer
Melissa Blackmer
Phone
9134916655
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AT&T INC - 571SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BECTON DICKINSON AND CO - 250SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BERKSHIRE HATHAWAY INC - 138SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BRISTOL-MEYERS SQUIBB CO - 1245SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CATERPILLAR INC - 232SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHUBB LIMITED COM - 244SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CISCO SYSTEMS INC - 2125SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CONOCOPHILLIPS - 392SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COSTCO WHOLESALE CORP - 137SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CVS HEALTH CORP - 1200SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DANAHER CORP - 370SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DOMINION RESOURCES INC/VA - 323SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EATON CORP PLC - 232SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ECOLAB INC - 275SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EXXON MOBIL CORP - 509SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FACEBOOK INC - 206SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24FIFTH THIRD BANCORP - 2900SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FORD MOTOR CO - 1749SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FORTIVE CORP - 502SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GILEAD SCIENCES INC - 900SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28HALLIBURTON CO - 657SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HOME DEPOT INC/THE - 250SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30INTEL CORP - 3200SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JPMORGAN CHASE & CO - 505SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32KRAFT HEINZ CO/THE - 345SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33LKQ CORP - 1175SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MASTERCARD INC - 700SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MCDONALD'S CORP - 89SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MEDTRONIC PLC - 469SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MERCK & CO INC - 686SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MICROSOFT CORP - 611SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NORTHROP GRUMMAN CORP - 112SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PEPSICO INC - 390SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PNC FINANCIAL SERVICES GROUP INC/THE - 1210SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PROCTER & GAMBLE CO/THE - 248SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43RAYTHEON CO - 166SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SALESFORCE.COM INC - 232SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STARBUCKS CORP - 345SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46THERMO FISHER SCIENTIFIC INC - 577SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNION PACIFIC CORP - 300SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48UNITEDHEALTH GROUP INC - 176SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49UNITED TECHNOLOGIES CORP - 109SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VERIZON COMMUNICATIONS INC - 774SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VISA INC - 309SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52WALMART INC - 162SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53AFFILIATED MANAGERS GROUP INC - 149SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54APTIV PLC - 1050SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55BOOKING HOLDINGS INC - 15SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56BROADCOM INC - 143SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CDW CORP/DE - 1600SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58DELPHI TECHNOLOGIES PLC - 350SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59DFA INTERNATIONAL SMALL CAP VALUE - 6018.189SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60DFA US SMALL CAP PORTFOLIO - 5144.032SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61EBIX INC - 1175SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62FIRST TRUST DORSEY WRIGHT INTERNATIONAL - 8300SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63INVESCO BULLETSHARES 2020 CORPORATE - 1800SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64INVESCO BULLETSHARES 2020 HIGH YIELD - 1950SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65INVESCO OPPENHEIMER DEVELOPING - 5186.843SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66INVESCO VARIABLE RATE PREFERRED ETF - 5000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67IVY INTERNATIONAL CORE EQUITY FUND - 20442.695SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68KEYCORP - 2150SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NETFLIX INC - 23SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70OVINTIV INC - 930SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TE CONNECTIVITY LTD - 382SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72T ROWE PRICE MID-CAP GROWTH FUND INC - 1813.168SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73T ROWE PRICE MID-CAP VALUE FUND INC - 2627.89SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74BRISTOL-MYERS SQUIBB CO RIGHTS - 1245SH
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0171000
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0181594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0910306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12519071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0STIEVEN FINANCIAL OFFSHORE INVESTORS, LTD - 850.419SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIVE ELMS III B LLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02166120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12674076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0126910
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03452965
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt021266
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0271
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0RENT ON WONDERSCOPE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt075000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03676412
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03676412
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02975
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02975
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03452965
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02435080
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02435080
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0126910
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0126910
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01133965
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04939209
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt04542
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt021266
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt021266
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt04542
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt011061
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt011061
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03452965
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03576278
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt075271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt075271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt072982
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt072982
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02432
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02438055
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0100134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02542447
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03676412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03676412
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02975
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0100134
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0107367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0112249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2100244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3110668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt430000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt58385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt614000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt717000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81089698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-84
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt518249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt82910302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt988778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10415129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1121264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-84
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt518249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt82910302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt988778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10415129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1121264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0108710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2100160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3113534

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Filings

Displayed year

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

Open filing
Assets
$9,476,634
Liabilities
$0
Net assets
$9,476,634
Revenue
$3,676,412
Expenses
$2,542,447
Net income
$1,133,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.30$0.93$0.64
2023Summary only. Only limited summary data is available for this year.$9.08$0.00$0.29$0.22$0.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.59$0.00$9.59$4.25$1.90$2.36
2021Summary only. Only limited summary data is available for this year.$7.24$0.00$1.25$3.81$2.56
2020Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$3.68$2.54$1.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$0.00$8.34$0.58$0.21$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.00$7.97$0.41$0.81$0.40
2017Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.42$0.67$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.62$0.00$8.62$0.29$0.73$0.44
2015Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.74$0.56$0.19
2014Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.48$0.74$0.27
2013Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$0.29
2012Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$0.23
2011Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.61