Civic Intelligence

George D Hott Memorial Foundation of Morgantown Monongalia Co Wva

990PF • Fiscal year 2019 • EIN 55-6085230

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 27, 2020

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(304) 348-4582

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

54th percentile

5.0%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$27,698

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

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

Asset Growth

39th percentile

-0.3%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

11th percentile

-34%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,276,445

Down $6,995 (-0.3%) from 2018

Net Assets

Down

$2,276,445

Down $6,995 (-0.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin54th percentile

Revenue

Down

$170,867

Down $86,494 (-34%) from 2018

Expenses

Down

$162,274

Down $23,262 (-13%) from 2018

Net Income

Down

$8,593

Down $63,232 (-88%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,142,633Liabilities 2011: $02011Assets 2012: $2,106,647Liabilities 2012: $02012Assets 2013: $2,113,343Liabilities 2013: $0Net Assets 2013: $2,113,3432013Assets 2014: $2,253,266Liabilities 2014: $02014Assets 2015: $2,265,240Liabilities 2015: $0Net Assets 2015: $2,265,2402015Assets 2016: $2,180,993Liabilities 2016: $0Net Assets 2016: $2,180,9932016Assets 2017: $2,211,522Liabilities 2017: $0Net Assets 2017: $2,211,5222017Assets 2018: $2,283,440Liabilities 2018: $0Net Assets 2018: $2,283,4402018Assets 2019: $2,276,445Liabilities 2019: $0Net Assets 2019: $2,276,4452019Assets 2020: $2,202,054Liabilities 2020: $0Net Assets 2020: $2,202,0542020Assets 2021: $2,519,999Liabilities 2021: $0Net Assets 2021: $2,519,9992021Assets 2022: $2,534,920Liabilities 2022: $0Net Assets 2022: $2,534,9202022Assets 2023: $2,521,607Liabilities 2023: $0Net Assets 2023: $2,521,6072023Assets 2024: $2,954,571Liabilities 2024: $0Net Assets 2024: $2,954,5712024

Highlighted filing

2019

Assets$2,276,445
Liabilities$0
Net Assets$2,276,445
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $30,409Expenses 2011: $163,678Net Income 2011: -$133,2692011Revenue 2012: $136,191Expenses 2012: $172,177Net Income 2012: -$35,9862012Revenue 2013: $177,091Expenses 2013: $170,395Net Income 2013: $6,6962013Revenue 2014: $340,861Expenses 2014: $202,788Net Income 2014: $138,0732014Revenue 2015: $194,639Expenses 2015: $185,143Net Income 2015: $9,4962015Revenue 2016: $86,533Expenses 2016: $165,997Net Income 2016: -$79,4642016Revenue 2017: $203,024Expenses 2017: $174,805Net Income 2017: $28,2192017Revenue 2018: $257,361Expenses 2018: $185,536Net Income 2018: $71,8252018Revenue 2019: $170,867Expenses 2019: $162,274Net Income 2019: $8,5932019Revenue 2020: $106,695Expenses 2020: $196,498Net Income 2020: -$89,8032020Revenue 2021: $509,919Expenses 2021: $162,523Net Income 2021: $347,3962021Revenue 2022: $188,714Expenses 2022: $202,468Net Income 2022: -$13,7542022Revenue 2023: $163,847Expenses 2023: $176,758Net Income 2023: -$12,9112023Revenue 2024: $686,384Expenses 2024: $253,769Net Income 2024: $432,6152024

Highlighted filing

2019

Revenue$170,867
Expenses$162,274
Net Income$8,593
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$27,698-$27,698
Filing and Contact Details

Filer

Filer Name
George D Hott Foundation
EIN
55-6085230
Phone
3043484582
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3043484582
Signed
2020-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46S&P GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SPDR S&P MIDCAP 400 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48WISDOMTREE EMERGING MKTS HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52DIGITAL REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ISHARES CORE S&P SMALLCAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57THE KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MCCORMICK & CO INC COM NON VTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60T. ROWE PRICE NEW HORIZONS FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62THERMO FISHER SCIENTIFIC INC 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VANGUARD INTERNATIONAL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69CBOE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MFS NEW DISCOVERY VALUE FUNDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NASDAQ INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74REGENERON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75RESIDEO TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SVB FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79U S BANCORP SERIES F V/R PFO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WALMART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PNC FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PRICE T ROWE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87GATEWAY FUND - CLASS Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89MFS GLOBAL REAL ESTATE FUND-R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90MONDELEZ INTERNATIONAL INC W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91MORGAN STANLEY INTL ADVANTAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92NORTHROP GRUMMAN CORP W/1 RT/S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93NUVEEN EQUITY MARKET NEUTRAL F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97SOUTHERN CO PFD 6.25%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98WASTE MANAGEMENT INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt065090
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0105777
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0170867
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0170867
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0105777
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013849
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013849
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt027698
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0126000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0126000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt064723
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt065090
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt08593
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01099849
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0105777
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0155525
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0626
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07576
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0140349
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014975
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0162274
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0170500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0170867
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014349
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014975
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036274
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282017-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332017-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342017-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352017-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362014-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372015-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402017-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412017-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422017-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442017-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462007-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472007-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482016-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512015-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522019-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552017-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562017-08-28

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Filings

Displayed year

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

Open filing
Assets
$2,276,445
Liabilities
$0
Net assets
$2,276,445
Revenue
$170,867
Expenses
$162,274
Net income
$8,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.69$0.25$0.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.16$0.18$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.19$0.20$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.51$0.16$0.35
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.11$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.17$0.16$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.26$0.19$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.20$0.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.09$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.19$0.19$0.01
2014Summary only. Only limited summary data is available for this year.$2.25$0.00$0.34$0.20$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.18$0.17$0.01
2012Summary only. Only limited summary data is available for this year.$2.11$0.00$0.14$0.17$0.04
2011Summary only. Only limited summary data is available for this year.$2.14$0.00$0.03$0.16$0.13