Civic Intelligence

Take His Hand Foundation

990PF • Fiscal year 2021 • EIN 45-1597938

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 01, 2022

Organization Profile
640 Manhattan Rd SEGrand Rapids, MI 49506

(616) 949-6399

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

89th percentile

40%

Faster asset growth than 89% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

489%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,039,103

Up $2,869,328 (+40%) from 2020

Net Assets

Up

$10,039,103

Up $2,869,328 (+40%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin97th percentile

Revenue

Up

$4,990,306

Up $4,142,526 (+489%) from 2020

Expenses

Up

$420,511

Up $92,892 (+28%) from 2020

Net Income

Up

$4,569,795

Up $4,049,634 (+779%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$15M$10M$5.0M$0Assets 2011: $2,459,735Liabilities 2011: $02011Assets 2012: $3,462,687Liabilities 2012: $02012Assets 2013: $3,577,409Liabilities 2013: $0Net Assets 2013: $3,577,4092013Assets 2014: $3,930,143Liabilities 2014: $0Net Assets 2014: $3,930,1432014Assets 2015: $3,931,677Liabilities 2015: $0Net Assets 2015: $3,931,6772015Assets 2016: $4,141,592Liabilities 2016: $0Net Assets 2016: $4,141,5922016Assets 2017: $4,337,660Liabilities 2017: $0Net Assets 2017: $4,337,6602017Assets 2018: $6,828,546Liabilities 2018: $0Net Assets 2018: $6,828,5462018Assets 2019: $6,863,334Liabilities 2019: $0Net Assets 2019: $6,863,3342019Assets 2020: $7,169,775Liabilities 2020: $0Net Assets 2020: $7,169,7752020Assets 2021: $10,039,103Liabilities 2021: $0Net Assets 2021: $10,039,1032021Assets 2022: $10,124,035Liabilities 2022: $0Net Assets 2022: $10,124,0352022Assets 2023: $10,399,494Liabilities 2023: $0Net Assets 2023: $10,399,4942023Assets 2024: $11,055,407Liabilities 2024: $0Net Assets 2024: $11,055,4072024

Highlighted filing

2021

Assets$10,039,103
Liabilities$0
Net Assets$10,039,103
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2011: $2,525,220Expenses 2011: $79,920Net Income 2011: $2,445,3002011Revenue 2012: $1,136,046Expenses 2012: $122,203Net Income 2012: $1,013,8432012Revenue 2013: $278,107Expenses 2013: $174,919Net Income 2013: $103,1882013Revenue 2014: $548,344Expenses 2014: $195,736Net Income 2014: $352,6082014Revenue 2015: $226,853Expenses 2015: $225,319Net Income 2015: $1,5342015Revenue 2016: $488,777Expenses 2016: $226,007Net Income 2016: $262,7702016Revenue 2017: $990,739Expenses 2017: $207,943Net Income 2017: $782,7962017Revenue 2018: $2,699,502Expenses 2018: $208,611Net Income 2018: $2,490,8912018Revenue 2019: $373,927Expenses 2019: $339,139Net Income 2019: $34,7882019Revenue 2020: $847,780Expenses 2020: $327,619Net Income 2020: $520,1612020Revenue 2021: $4,990,306Expenses 2021: $420,511Net Income 2021: $4,569,7952021Revenue 2022: $705,936Expenses 2022: $621,004Net Income 2022: $84,9322022Revenue 2023: $1,217,427Expenses 2023: $640,495Net Income 2023: $576,9322023Revenue 2024: $1,898,641Expenses 2024: $641,392Net Income 2024: $1,257,2492024

Highlighted filing

2021

Revenue$4,990,306
Expenses$420,511
Net Income$4,569,795
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 1, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W CORL IIIPres/Treas/T-$0--
JEFFREY B POWERSecretary-$0--
KELLI R CORLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Take His Hand Foundation
EIN
45-1597938
Phone
6169496399
Address
640 MANHATTAN RD SE, GRAND RAPIDS, MI 49506

Signing Officer

Name
Jeffrey B Power
Title
Secretary
Phone
6169496399
Signed
2022-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Echelbarger Himebaugh Tamm & Co Pc
Address
2301 E PARIS AVE SE, GRAND RAPIDS, MI 49546-6130
Preparer
Heather M Kelbel CPA
Phone
6165753482
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8393764
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9262800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10664481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11628720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12398771
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13377499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14204191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15576259
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16264885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17261494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1860128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19251638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20521090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2170856
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0179968
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01761455
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0HARBOURVEST ACCESS 2017
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1HARBOURVEST ACCESS 2018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2HARBOURVEST ACCESS 2019
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3HARBOURVEST ACCESS 2020
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4HARBOURVEST ACCESS 2021
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt086535
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt120999
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt215004
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt35123
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4-482
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd414
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02068602
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02068602
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01761455
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0356000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0356000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02921704
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0179968
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0179968
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04569795
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02878737
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01761455
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02015591
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0127179
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0127179
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt049677
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt049677
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02334
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0357000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt053011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0420511
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02068602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04990306
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt053011
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt064511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232014-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242021-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272017-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292016-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt319399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt425694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt534117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt627921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt79693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt854322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt947989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1042787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1124628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1293681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1490025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1541617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1621555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1728853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1822000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1922839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2026373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt218644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2255810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt236949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24145360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2559718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2612020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2733422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2812020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt296829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3018564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3153673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt329268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3340911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4106557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt585696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt611388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt749003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt891629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10101960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1139317

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Filings

Displayed year

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

Open filing
Assets
$10,039,103
Liabilities
$0
Net assets
$10,039,103
Revenue
$4,990,306
Expenses
$420,511
Net income
$4,569,795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.90$0.64$1.26
2023Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$1.22$0.64$0.58
2022Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.71$0.62$0.08
2021Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$4.99$0.42$4.57
2020Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.85$0.33$0.52
2019Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.37$0.34$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$2.70$0.21$2.49
2017Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.99$0.21$0.78
2016Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.49$0.23$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.23$0.23$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.55$0.20$0.35
2013Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.28$0.17$0.10
2012Summary only. Only limited summary data is available for this year.$3.46$0.00$1.14$0.12$1.01
2011Summary only. Only limited summary data is available for this year.$2.46$0.00$2.53$0.08$2.45