Civic Intelligence

Robert M Beren Foundation Inc.

990PF • Fiscal year 2020 • EIN 48-0990309

Nov 01, 2019 to Oct 31, 2020 • Filed on Sep 14, 2021

Organization Profile
2020 N BramblewoodWichita, KS 67206

(316) 265-3311

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.01x

Higher debt load relative to assets than 1% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

1st percentile

-0.04x

Higher debt load relative to revenue than 1% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

59th percentile

8.8%

Faster asset growth than 59% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-50%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets1st percentile

Assets

Up

$50,597,269

Up $4,091,138 (+8.8%) from 2019

Net Assets

$51,089,772

No earlier filing loaded for comparison.

Liabilities

Up

-$492,503

Up $103,869 (+17%) from 2019

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin80th percentile

Revenue

Down

$13,792,730

Down $13,784,809 (-50%) from 2019

Expenses

Down

$9,805,461

Down $9,571,230 (-49%) from 2019

Net Income

Down

$3,987,269

Down $4,213,579 (-51%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$600M$400M$200M$0-$200MAssets 2011: $38,345,881Liabilities 2011: -$1,062,3832011Assets 2012: $38,330,768Liabilities 2012: -$1,062,3832012Assets 2013: $37,884,980Liabilities 2013: -$1,062,3832013Assets 2014: $39,333,526Liabilities 2014: -$982,3832014Assets 2015: $38,213,787Liabilities 2015: -$630,3372015Assets 2019: $46,506,131Liabilities 2019: -$596,3722019Assets 2020: $50,597,269Liabilities 2020: -$492,503Net Assets 2020: $51,089,7722020Assets 2021: $92,271,781Liabilities 2021: -$468,421Net Assets 2021: $92,740,2022021Assets 2022: $97,317,699Liabilities 2022: -$492,483Net Assets 2022: $97,810,1822022Assets 2023: $553,458,132Liabilities 2023: -$492,483Net Assets 2023: $553,950,6152023Assets 2024: $551,228,394Liabilities 2024: $0Net Assets 2024: $551,228,3942024

Highlighted filing

2020

Assets$50,597,269
Liabilities-$492,503
Net Assets$51,089,772
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

$600M$400M$200M$0-$200MRevenue 2011: $3,233,254Expenses 2011: $2,775,400Net Income 2011: $457,8542011Revenue 2012: $2,870,663Expenses 2012: $2,885,778Net Income 2012: -$15,1152012Revenue 2013: $2,766,823Expenses 2013: $3,212,611Net Income 2013: -$445,7882013Revenue 2014: $5,155,051Expenses 2014: $3,786,504Net Income 2014: $1,368,5472014Revenue 2015: $1,768,457Expenses 2015: $2,815,242Net Income 2015: -$1,046,7852015Revenue 2019: $27,577,539Expenses 2019: $19,376,691Net Income 2019: $8,200,8482019Revenue 2020: $13,792,730Expenses 2020: $9,805,461Net Income 2020: $3,987,2692020Revenue 2021: $406,520,572Expenses 2021: $364,870,142Net Income 2021: $41,650,4302021Revenue 2022: $23,703,715Expenses 2022: $18,633,735Net Income 2022: $5,069,9802022Revenue 2023: $11,223,312Expenses 2023: $2,249,409Net Income 2023: $8,973,9032023Revenue 2024: $29,934,708Expenses 2024: $32,656,929Net Income 2024: -$2,722,2212024

Highlighted filing

2020

Revenue$13,792,730
Expenses$9,805,461
Net Income$3,987,269
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Sep 14, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT M BERENPresident-$0--
CHARLES B SPRADLIN JRSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Robert M Beren Foundation Inc
EIN
48-0990309
Phone
3162653311
Address
2020 N BRAMBLEWOOD, WICHITA, KS 67206

Signing Officer

Name
Robert M Beren
Title
Secretary
Phone
3162653311
Signed
2021-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Gj & Company LLC
Address
345 N RIVERVIEW SUITE 520, WICHITA, KS 67203
Preparer
Brian a Wilkinson CPA
Phone
3162679211
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21FIDELITY NATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FIDELITY NATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24IAA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25IAA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26IAA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27IAA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28INTER CONTINENTAL EX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MARRIOTT INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MARRIOTT INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MARRIOTT INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MONDELEZ INTL INC CL A (KRAFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MONDELEZ INTL INC CL A (KRAFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NESTLE SA-SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41NESTLE SA-SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PHILIP MORRIS INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PHILIP MORRIS INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PHILIP MORRIS INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ZIMMER BIOMET HLDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53AT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81GENERAL AMERICAN INVSTRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VERIZON COMMUNICATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt014450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ASCOT PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01338236
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07244468
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03623
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08586327
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08586327
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01440
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01440
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07244468
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04867717
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04867717
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05206403
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01338236
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01338236
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03987269
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt020903884
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03623
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03623
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02882
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02882
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07244468
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08108140
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04302038
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03096
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0478175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0481271
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt07842
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0150101
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04882977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0478187
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09805461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08586327
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013792730
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015260
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0478187
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04937744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142000-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152000-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162003-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182000-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192005-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt201989-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212010-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242010-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252010-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01141124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1691590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2667593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31191115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41165505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5376889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61381823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71476942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8469198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9311310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10226617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111167073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12225864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13198209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14244082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15279901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt164631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1728416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18128099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19462493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2065999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21583843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2242605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2394799

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Filings

Displayed year

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

Open filing
Assets
$50,597,269
Liabilities
-$492,503
Net assets
$51,089,772
Revenue
$13,792,730
Expenses
$9,805,461
Net income
$3,987,269
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$551$0.00$551$29.9$32.7$2.72
2023Detailed filing. Detailed filing data is available for this year.$553$0.49$554$11.2$2.25$8.97
2022Detailed filing. Detailed filing data is available for this year.$97.3$0.49$97.8$23.7$18.6$5.07
2021Detailed filing. Detailed filing data is available for this year.$92.3$0.47$92.7$407$365$41.7
2020Detailed filing. Detailed filing data is available for this year.$50.6$0.49$51.1$13.8$9.81$3.99
2019Summary only. Only limited summary data is available for this year.$46.5$0.60$27.6$19.4$8.20
2015Summary only. Only limited summary data is available for this year.$38.2$0.63$1.77$2.82$1.05
2014Summary only. Only limited summary data is available for this year.$39.3$0.98$5.16$3.79$1.37
2013Summary only. Only limited summary data is available for this year.$37.9$1.06$2.77$3.21$0.45
2012Summary only. Only limited summary data is available for this year.$38.3$1.06$2.87$2.89$0.02
2011Summary only. Only limited summary data is available for this year.$38.3$1.06$3.23$2.78$0.46