Civic Intelligence

Morgan Charitable Foundation Attn Josh Hahn

990PF • Fiscal year 2020 • EIN 47-5577049

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 04, 2021

Organization Profile
5901 College Blvd No 100Overland Park, KS 66211

(913) 319-0324

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

17th percentile

-31%

Higher net margin than 17% 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

29th percentile

-1.8%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

79th percentile

27%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,834,658

Down $88,277 (-1.8%) from 2019

Net Assets

$4,834,658

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin17th percentile

Revenue

Up

$282,931

Up $60,183 (+27%) from 2019

Expenses

Up

$371,208

Up $36,778 (+11%) from 2019

Net Income

Up

-$88,277

Up $23,405 (+21%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2019: $4,922,935Liabilities 2019: $02019Assets 2020: $4,834,658Liabilities 2020: $0Net Assets 2020: $4,834,6582020Assets 2021: $5,041,582Liabilities 2021: $0Net Assets 2021: $5,041,5822021Assets 2022: $4,836,360Liabilities 2022: $0Net Assets 2022: $4,836,3602022Assets 2023: $4,778,164Liabilities 2023: $0Net Assets 2023: $4,778,1642023Assets 2024: $4,856,743Liabilities 2024: $0Net Assets 2024: $4,856,7432024

Highlighted filing

2020

Assets$4,834,658
Liabilities$0
Net Assets$4,834,658
Open 2020 Filing

Operations Trend

Revenue Growth79th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2019: $222,748Expenses 2019: $334,430Net Income 2019: -$111,6822019Revenue 2020: $282,931Expenses 2020: $371,208Net Income 2020: -$88,2772020Revenue 2021: $569,955Expenses 2021: $363,031Net Income 2021: $206,9242021Revenue 2022: $208,719Expenses 2022: $413,941Net Income 2022: -$205,2222022Revenue 2023: $308,577Expenses 2023: $366,773Net Income 2023: -$58,1962023Revenue 2024: $472,614Expenses 2024: $394,035Net Income 2024: $78,5792024

Highlighted filing

2020

Revenue$282,931
Expenses$371,208
Net Income-$88,277
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 4, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD D MORGANCo-Pres. & Secretary/Direc-$0--
SANDRA S MORGANCo-President/Director-$0--
JEREMY MORGANVice President/Director-$0--
TIMOTHY MORGANVice President/Director-$0--
Filing and Contact Details

Filer

Filer Name
Morgan Charitable Foundation
EIN
47-5577049
Phone
9133190324
Address
5901 COLLEGE BLVD NO 100, OVERLAND PARK, KS 66211

Signing Officer

Name
Todd D Morgan
Title
President
Phone
9138312996
Signed
2021-03-04
Discuss with paid preparer
Yes

Preparer

Firm
O'HALLORAN SHERMAN ASSOCIATES LLC
Address
4801 W 110TH ST SUITE 150, OVERLAND PARK, KS 66211
Preparer
MARILYN R O'HALLORAN
Phone
9133418500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4841282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4955118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5016979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5134769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5232405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5340050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5434934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5530075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5623387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0600 SHS AT & T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135,536 SHS VALLEY VIEW BANCSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2500 SHS ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm375 SHS ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm460 SHS AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5200 SHS AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61800 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7500 SHS BAXTER INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8200 SHS COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9400 SHS CROWN CASTLE INTERNATIONAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10700 SHS ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11325 SHS FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12250 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13250 SHS INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14400 SHS JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15150 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16125 SHS LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17600 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18400 SHS QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19325 SHS UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201000 SHS VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21400 SHS VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22300 SHS ZOETIS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23350 SHS DIGITAL REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24600 SHS EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25500 SHS MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2675 SHS NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27337 SHS OLD DOMINION FREIGHT LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28500 SHS PAYPAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29200 SHS STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30125 SHS UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31175 SHS LULULEMON ATHLETICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32100 SHS ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33175 CHARLES RIVER LABS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34150 SHS NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35350 SHS AMPHENOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36150 SHS BERKSHIRE HATHAWAY INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37400 SHS CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38100 SHS DOCUSIGN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39450 SHS DRAFTKINGS INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4025 SHS INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4175 SHS LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42200 SHS LOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43200 SHS MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44275 SHS MATCH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4525 SHS O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46225 QUEST DIAGNOSTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4775 SHS S & P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4875 SHS SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4975 SHS SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5015 SHS SHOPIFY INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51325 SHS STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52125 SHS SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5350 SHS THE TRADE DESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5475 SHS THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551500 SHS WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56100 SHS ATLASSIAN CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt037490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt160619
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt284587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt363491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt431711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt538567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt618011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01000 SHS ISHARES MSCI EMERGING MARKETS INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1400 SHS ISHARES RUSSELL 2000 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22000 SHS VANGUARD FTSE DEVELOPED MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3500 SHS VANGUARD MID CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4750 SHS VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5300 SHS ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6175 SHS SPDR S & P BIOTECH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt051670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt178424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt294420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3103385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt437583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt545447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt624636
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0223268
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt016245
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt043418
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0282931
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0282931
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04525
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt016245
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0336000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0336000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0222016
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0223268
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-88277
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01614558
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt043418
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt043418
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt016245
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0247089
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt028641
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt028641
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01124
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01742
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0336000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt034590
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0371208
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0281679
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0282931
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt034590
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt035208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-06-06

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Filings

Displayed year

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

Open filing
Assets
$4,834,658
Liabilities
$0
Net assets
$4,834,658
Revenue
$282,931
Expenses
$371,208
Net income
-$88,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.47$0.39$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.31$0.37$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.21$0.41$0.21
2021Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.57$0.36$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.28$0.37$0.09
2019Summary only. Only limited summary data is available for this year.$4.92$0.00$0.22$0.33$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00