Civic Intelligence

Lucy E Holcombe Charitable Foundation

990PF • Fiscal year 2019 • EIN 47-4796428

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 23, 2020

Organization Profile
c/o N HINMAN 37 LIBERTY STWarren, RI 02885

(401) 275-3189

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

59th percentile

5.1%

Faster asset growth than 59% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

3.2%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$4,165,340

Up $201,016 (+5.1%) from 2018

Net Assets

Up

$4,165,340

Up $201,016 (+5.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin86th percentile

Revenue

Up

$483,996

Up $15,073 (+3.2%) from 2018

Expenses

Up

$282,980

Up $22,776 (+8.8%) from 2018

Net Income

Down

$201,016

Down $7,703 (-3.7%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $3,329,904Liabilities 2015: $02015Assets 2016: $3,448,111Liabilities 2016: $0Net Assets 2016: $3,448,1112016Assets 2017: $3,755,605Liabilities 2017: $0Net Assets 2017: $3,755,6052017Assets 2018: $3,964,324Liabilities 2018: $0Net Assets 2018: $3,964,3242018Assets 2019: $4,165,340Liabilities 2019: $0Net Assets 2019: $4,165,3402019Assets 2020: $4,129,454Liabilities 2020: $0Net Assets 2020: $4,129,4542020Assets 2021: $4,088,081Liabilities 2021: $0Net Assets 2021: $4,088,0812021Assets 2022: $3,883,761Liabilities 2022: $0Net Assets 2022: $3,883,7612022Assets 2023: $3,793,915Liabilities 2023: $0Net Assets 2023: $3,793,9152023Assets 2024: $3,785,117Liabilities 2024: $50,000Net Assets 2024: $3,735,1172024

Highlighted filing

2019

Assets$4,165,340
Liabilities$0
Net Assets$4,165,340
Open 2019 Filing

Operations Trend

Revenue Growth50th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $5,093,500Expenses 2015: $81,489Net Income 2015: $5,012,0112015Revenue 2016: $421,964Expenses 2016: $303,757Net Income 2016: $118,2072016Revenue 2017: $585,444Expenses 2017: $277,950Net Income 2017: $307,4942017Revenue 2018: $468,923Expenses 2018: $260,204Net Income 2018: $208,7192018Revenue 2019: $483,996Expenses 2019: $282,980Net Income 2019: $201,0162019Revenue 2020: $246,826Expenses 2020: $282,712Net Income 2020: -$35,8862020Revenue 2021: $260,958Expenses 2021: $302,331Net Income 2021: -$41,3732021Revenue 2022: $80,346Expenses 2022: $284,666Net Income 2022: -$204,3202022Revenue 2023: $148,536Expenses 2023: $238,382Net Income 2023: -$89,8462023Revenue 2024: $280,363Expenses 2024: $339,161Net Income 2024: -$58,7982024

Highlighted filing

2019

Revenue$483,996
Expenses$282,980
Net Income$201,016
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 23, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy K HinmanCo-Trustee-$0--
Douglas E HinmanCo-Trustee-$0--
Shepherd M Holcombe JrCo-Trustee-$0--
Elizabeth S HolcombeCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Lucy E Holcombe Charitable Foundation
EIN
47-4796428
Phone
4012753189
Address
c/o N HINMAN 37 LIBERTY ST, WARREN, RI 02885

Signing Officer

Name
Nancy K Hinman
Title
Co-Trustee
Phone
4012753189
Signed
2020-06-23
Discuss with paid preparer
Yes

Preparer

Firm
William R Scoville CPA LLC
Address
373 HOPMEADOW ST PO BOX 266, WEATOGUE, CT 06089
Preparer
William R Scoville CPA
Phone
8606587575
Raw XML AppendixShowing 400 of 1,204 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt28Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt32Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt33Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt34Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt35Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt36Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt37Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt39Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt40Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt41Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt42Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt43Donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12019-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32019-03
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152019-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172019-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182019-03
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262019-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272019-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282019-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292019-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302019-02
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352019-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362019-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt392019-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt402019-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt412019-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt422019-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt432019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt00
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21967
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-441
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt42863
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt510112
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-3025
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt727269
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt812076
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt98032
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10-544
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-165
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12-945
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt131307
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1410141
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15-354
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt167801
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt170
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1820465
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1915420
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20-461
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2118
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2217438
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2323
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt247342
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25-639
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26-56
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27325
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-135
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt292634
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt30330
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3131843
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3216163
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt330
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt34163
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt357706
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt36-710
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt37-432
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt386882
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3941361
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt408851
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt412830
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt42195
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4312428
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0JANNEY MONTGOMERY SCOTT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0602125
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0657735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0676084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1537810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2190981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01967918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1594496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2196085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JANNEY MONTGOMERY SCOTT - EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1JANNEY MONTGOMERY SCOTT - MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2JANNEY MONTGOMERY SCOTT - PREFERRED STOCKS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt02081485
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt02137319
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt050330
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt050516
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0201646
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0282350
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0483996
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0483996
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02375
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0282350
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0275000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0275000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0201646
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0201646
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0201016
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01598472
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0282350
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0483391
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0605
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0605
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0275000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0605
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0282980
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0483996
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0483996
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0605
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372015-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392015-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402015-08-30

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,165,340
Liabilities
$0
Net assets
$4,165,340
Revenue
$483,996
Expenses
$282,980
Net income
$201,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.79$0.05$3.74$0.28$0.34$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.15$0.24$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.08$0.28$0.20
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.26$0.30$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.25$0.28$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.48$0.28$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.47$0.26$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.59$0.28$0.31
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.42$0.30$0.12
2015Summary only. Only limited summary data is available for this year.$3.33$0.00$5.09$0.08$5.01