Civic Intelligence

George D Hott Memorial Foundation of Morgantown Monongalia Co Wva

990PF • Fiscal year 2023 • EIN 55-6085230

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 29, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

31st percentile

-7.9%

Higher net margin than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$30,810

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

39th percentile

-0.5%

Faster asset growth than 39% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,521,607

Down $13,313 (-0.5%) from 2022

Net Assets

Down

$2,521,607

Down $13,313 (-0.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin31st percentile

Revenue

Down

$163,847

Down $24,867 (-13%) from 2022

Expenses

Down

$176,758

Down $25,710 (-13%) from 2022

Net Income

Up

-$12,911

Up $843 (+6.1%) from 2022

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

2023

Assets$2,521,607
Liabilities$0
Net Assets$2,521,607
Open 2023 Filing

Operations Trend

Revenue Growth24th 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

2023

Revenue$163,847
Expenses$176,758
Net Income-$12,911
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 29, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$30,810-$30,810
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
2024-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43902973833 US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4474340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4592939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4731420B847 FEDERATED HERMES INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48592905749 METROPOLITAN WEST FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49779562107 ROWE T PRICE NEW HOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51649280815 NEW WORLD FD INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5246138E511 INVESCO EXCHANGE-TRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5422822V101 CROWN CASTLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5567103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5670450Y103 PAYPAL HOLDINGS INCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5746625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5909247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65773903109 ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66723787107 PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6750155Q100 KYNDRYL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6855261F104 M & T BK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69573284106 MARTIN MARIETTA MATL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70670346105 NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71169656105 CHIPOTLE MEXICAN GRI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72718172109 PHILIP MORRIS INTL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73464287804 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74171340102 CHURCH & DWIGHT CO I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75G1151C101 ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7692646A831 VICTORY PORTFOLIOS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77936793744 WASATCH FDS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm787591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7928176E108 EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8088160R101 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82053484101 AVALONBAY CMNTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83532457108 LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84744320102 PRUDENTIAL FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8546120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86464288448 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8781762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9032008F200 FIRST EAGLE FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92025537101 AMERICAN ELEC PWR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93291011104 EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94494368103 KIMBERLY-CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95543487136 LOOMIS SAYLES FDS II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9630231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9721036P108 CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98674599105 OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9972201F490 PIMCO FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10025243Q205 DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101256677105 DOLLAR GEN CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102670837103 OGE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10326875P101 EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10402209S103 ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105460146103 INTERNATIONAL PAPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10600724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107036752103 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10804314H592 ARTISAN PARTNERS FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109049560105 ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11009857L108 BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11230303M102 FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11338141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11464110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116701094104 PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11772201F623 PIMCO FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118779556109 ROWE T PRICE MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120922908595 VANGUARD INDEX FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12192532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12297717W794 WISDOMTREE TR
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02045
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0163847
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0163847
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt088484
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015405
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015405
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030810
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0144103
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0144103
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt073225
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt073318
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12911
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0899734
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt088484
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0145709
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0595
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0595
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0160758
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0176758
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0161709
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0163847
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016655
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt032655
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172023-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202004-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352020-03-27

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,521,607
Liabilities
$0
Net assets
$2,521,607
Revenue
$163,847
Expenses
$176,758
Net income
-$12,911
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
2023Detailed filing. Detailed filing data is available for this year.$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