Civic Intelligence

Harris Foundation

990PF • Fiscal year 2020 • EIN 54-1844579

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 29, 2021

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

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

10th percentile

-72%

Higher net margin than 10% 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

11th percentile

-7.6%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

81st percentile

32%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,700,849

Down $140,589 (-7.6%) from 2019

Net Assets

Down

$1,700,849

Down $140,589 (-7.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin10th percentile

Revenue

Up

$196,179

Up $47,284 (+32%) from 2019

Expenses

Up

$336,906

Up $56,167 (+20%) from 2019

Net Income

Down

-$140,727

Down $8,883 (-6.7%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2020

Assets$1,700,849
Liabilities$0
Net Assets$1,700,849
Open 2020 Filing

Operations Trend

Revenue Growth81st 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

2020

Revenue$196,179
Expenses$336,906
Net Income-$140,727
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 29, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H Hiter Harris IIIPresident-$0--
Jil W HarrisSecty/Treas-$0--
Katherine Harris StorerDirector-$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
2021-03-29
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88Pinnacle West Cap Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89Eaton Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90Trane Tech Pub Ltd.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2141100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt387431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4174501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt566620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt678479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt780202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt882305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt961659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1090077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11285000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Crown Castle Intl Corp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Digital RLTY Tr Inc REITS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PIMCO TOTAL RETURN FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3IShares Russell 1000 Growth
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Vanguard Mid-Cap ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5IShares Russell 2000 Value ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Invesco Intl Growth Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SPDR Barclays
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DB X-Trackers MSCI EAFE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Vanguard Small-Cap Growth Viper
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Vanguard FTSE Emerging Mkts
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Vanguard FTSE Developed
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12The Children's Investment Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2138202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3319511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4258463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt587614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt672072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt769666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8171302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt969903
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10103862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11613149
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt049268
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0146102
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0791
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0196179
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0196179
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt050059
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0146102
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0298250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0298250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt049268
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt049268
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt049268
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-140727
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0329448
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0791
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0791
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0791
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0146102
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0184085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012076
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012076
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt050059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0298250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0336906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0196161
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0196179
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012076
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt038656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482019-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3659

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Filings

Displayed year

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

Open filing
Assets
$1,700,849
Liabilities
$0
Net assets
$1,700,849
Revenue
$196,179
Expenses
$336,906
Net income
-$140,727
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