Civic Intelligence

Harris Foundation

990PF • Fiscal year 2018 • EIN 54-1844579

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 13, 2019

Organization Profile
6315 Three Chopt RoadRichmond, VA 23226

(804) 648-0072

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

2nd percentile

-214%

Higher net margin than 2% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,973,702

Down $235,862 (-11%) from 2017

Net Assets

Down

$1,973,702

Down $235,862 (-11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin2nd percentile

Revenue

Down

$109,585

Down $53,706 (-33%) from 2017

Expenses

Up

$344,496

Up $19,544 (+6.0%) from 2017

Net Income

Down

-$234,911

Down $73,250 (-45%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,959,012Liabilities 2011: $0Net Assets 2011: $2,959,0122011Assets 2012: $2,716,025Liabilities 2012: $0Net Assets 2012: $2,716,0252012Assets 2013: $2,592,025Liabilities 2013: $0Net Assets 2013: $2,592,0252013Assets 2014: $2,783,732Liabilities 2014: $0Net Assets 2014: $2,783,7322014Assets 2015: $2,371,000Liabilities 2015: $02015Assets 2016: $2,371,969Liabilities 2016: $0Net Assets 2016: $2,371,9692016Assets 2017: $2,209,564Liabilities 2017: $0Net Assets 2017: $2,209,5642017Assets 2018: $1,973,702Liabilities 2018: $0Net Assets 2018: $1,973,7022018Assets 2019: $1,841,438Liabilities 2019: $0Net Assets 2019: $1,841,4382019Assets 2020: $1,700,849Liabilities 2020: $0Net Assets 2020: $1,700,8492020Assets 2021: $1,537,235Liabilities 2021: $0Net Assets 2021: $1,537,2352021Assets 2022: $1,369,762Liabilities 2022: $0Net Assets 2022: $1,369,7622022Assets 2023: $1,333,722Liabilities 2023: $1,164Net Assets 2023: $1,332,5582023Assets 2024: $1,381,002Liabilities 2024: $634Net Assets 2024: $1,380,3682024

Highlighted filing

2018

Assets$1,973,702
Liabilities$0
Net Assets$1,973,702
Open 2018 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $316,1792011Expenses 2012: $375,0942012Revenue 2013: $162,390Expenses 2013: $286,390Net Income 2013: -$124,0002013Revenue 2014: $476,937Expenses 2014: $285,230Net Income 2014: $191,7072014Revenue 2015: $34,466Expenses 2015: $426,374Net Income 2015: -$391,9082015Revenue 2016: $374,697Expenses 2016: $331,582Net Income 2016: $43,1152016Revenue 2017: $163,291Expenses 2017: $324,952Net Income 2017: -$161,6612017Revenue 2018: $109,585Expenses 2018: $344,496Net Income 2018: -$234,9112018Revenue 2019: $148,895Expenses 2019: $280,739Net Income 2019: -$131,8442019Revenue 2020: $196,179Expenses 2020: $336,906Net Income 2020: -$140,7272020Revenue 2021: $273,839Expenses 2021: $437,522Net Income 2021: -$163,6832021Revenue 2022: $284,788Expenses 2022: $452,163Net Income 2022: -$167,3752022Revenue 2023: $533,442Expenses 2023: $430,369Net Income 2023: $103,0732023Revenue 2024: $432,709Expenses 2024: $384,736Net Income 2024: $47,9732024

Highlighted filing

2018

Revenue$109,585
Expenses$344,496
Net Income-$234,911
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H Hiter Harris IIIPresident-$0--
Jil W HarrisSecty/Treas-$0--
Katherine Alexander HarrisDirector-$0--
Elizabeth Tyler HarrisDirector-$0--
H Hiter Harris IVDirector-$0--
Filing and Contact Details

Filer

Filer Name
Harris Foundation
EIN
54-1844579
Phone
8046480072
Address
6315 Three Chopt Road, Richmond, VA 23226

Signing Officer

Name
H Hiter Harris III
Title
President
Signed
2019-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Stephen M Ragland Ltd
Address
7204 Glen Forest Drive Suite 300, Richmond, VA 23226
Preparer
Elaine M Ragland CPA
Phone
8042888516
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Duke Realty Corp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PIMCO TOTAL RETURN FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6JOHN HANCOCK FDS III DISCIPLINED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7IShares Russell 1000 Growth
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Vanguard Mid-Cap ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9IShares Russell 2000 Value ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Invesco Intl Growth Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Oppenheimer Intl Growth Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SPDR Barclays
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DB X-Trackers MSCI EAFE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Lyondellbasell Industries NV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15Vanguard Small-Cap Growth Viper
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16United Technologies Corp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17Vanguard FTSE Emerging Mkts
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18The Children's Investment Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19Boston Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3129467
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt491797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5173456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt682217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt771514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt862153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt967236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1067288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1179934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123493
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1396378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1453150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15447840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16200862
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt043900
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt061569
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04116
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Void Check
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0109585
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0109585
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03850
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt048016
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt061569
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0308000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0308000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt043900
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt043900
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt043900
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-234911
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0210694
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt04116
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04116
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04116
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt061569
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt099219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010366
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt048016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0308000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0344496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0109585
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0109585
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010366
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31116

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,973,702
Liabilities
$0
Net assets
$1,973,702
Revenue
$109,585
Expenses
$344,496
Net income
-$234,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.43$0.38$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.53$0.43$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.28$0.45$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.27$0.44$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.20$0.34$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.15$0.28$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.11$0.34$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.16$0.32$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.37$0.33$0.04
2015Summary only. Only limited summary data is available for this year.$2.37$0.00$0.03$0.43$0.39
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.48$0.29$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.16$0.29$0.12
2012Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.38
2011Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.32