Civic Intelligence

Virginia Gorman Trust

990PF • Fiscal year 2019 • EIN 55-6091154

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 28, 2020

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(304) 348-5035

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

41st percentile

$30,309

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

40th percentile

0.3%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$3,136,828

Up $9,184 (+0.3%) from 2018

Net Assets

Up

$3,136,828

Up $9,184 (+0.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin69th percentile

Revenue

Down

$242,971

Down $35,198 (-13%) from 2018

Expenses

Up

$211,886

Up $5,156 (+2.5%) from 2018

Net Income

Down

$31,085

Down $40,354 (-56%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,835,265Liabilities 2010: $0Net Assets 2010: $2,835,2652010Assets 2011: $2,814,632Liabilities 2011: $0Net Assets 2011: $2,814,6322011Assets 2012: $2,800,143Liabilities 2012: $0Net Assets 2012: $2,800,1432012Assets 2013: $2,913,277Liabilities 2013: $0Net Assets 2013: $2,913,2772013Assets 2014: $3,035,861Liabilities 2014: $02014Assets 2015: $2,987,746Liabilities 2015: $0Net Assets 2015: $2,987,7462015Assets 2016: $2,973,598Liabilities 2016: $0Net Assets 2016: $2,973,5982016Assets 2017: $3,055,953Liabilities 2017: $0Net Assets 2017: $3,055,9532017Assets 2018: $3,127,644Liabilities 2018: $0Net Assets 2018: $3,127,6442018Assets 2019: $3,136,828Liabilities 2019: $0Net Assets 2019: $3,136,8282019Assets 2020: $3,063,024Liabilities 2020: $0Net Assets 2020: $3,063,0242020Assets 2021: $3,567,090Liabilities 2021: $0Net Assets 2021: $3,567,0902021Assets 2022: $3,463,101Liabilities 2022: $0Net Assets 2022: $3,463,1012022Assets 2023: $3,469,068Liabilities 2023: $0Net Assets 2023: $3,469,0682023Assets 2024: $4,323,754Liabilities 2024: $0Net Assets 2024: $4,323,7542024

Highlighted filing

2019

Assets$3,136,828
Liabilities$0
Net Assets$3,136,828
Open 2019 Filing

Operations Trend

Revenue Growth20th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $182,0682010Expenses 2011: $191,0792011Expenses 2012: $181,3412012Revenue 2013: $288,985Expenses 2013: $190,852Net Income 2013: $98,1332013Revenue 2014: $329,941Expenses 2014: $207,111Net Income 2014: $122,8302014Revenue 2015: $172,440Expenses 2015: $221,715Net Income 2015: -$49,2752015Revenue 2016: $178,645Expenses 2016: $193,731Net Income 2016: -$15,0862016Revenue 2017: $278,247Expenses 2017: $199,875Net Income 2017: $78,3722017Revenue 2018: $278,169Expenses 2018: $206,730Net Income 2018: $71,4392018Revenue 2019: $242,971Expenses 2019: $211,886Net Income 2019: $31,0852019Revenue 2020: $128,745Expenses 2020: $222,425Net Income 2020: -$93,6802020Revenue 2021: $785,549Expenses 2021: $239,609Net Income 2021: $545,9402021Revenue 2022: $147,160Expenses 2022: $288,761Net Income 2022: -$141,6012022Revenue 2023: $274,104Expenses 2023: $272,357Net Income 2023: $1,7472023Revenue 2024: $1,136,144Expenses 2024: $281,182Net Income 2024: $854,9622024

Highlighted filing

2019

Revenue$242,971
Expenses$211,886
Net Income$31,085
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 28, 2020
Return Version
2019v5.0
Mission and Program Overview

Mission

Support irc sec 170(c)(2) educational institution

Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$30,309-$30,309
Filing and Contact Details

Filer

Filer Name
Virginia Gorman Trust
EIN
55-6091154
Phone
3043485035
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3043485035
Signed
2020-04-28
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/StockNm34CONSTELLATION BRANDS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39WISDOMTREE EMERGING MKTS HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41D.R. HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES S&P MID-CAP 400 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45THE KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SPDR S&P MIDCAP 400 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48THERMO FISHER SCIENTIFIC INC 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VANGUARD INTERNATIONAL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CBOE HOLDINGS LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59CONOCOPHILIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60DFA INTERNATIONAL CORE EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62DIGITAL REALTY TRUST INC SERIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65DREYFUS/THE BOSTON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66EATON VANCE ATLANTA CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ECOLAB INC W/1 RT PER SHARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ISHARES SELECT DIVIDEND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ISHARES MSCI EAFE VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71LAM RESEARCH CORP W/1 RT/SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73M&T BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74MFS NEW DISCOVERY VALUE FUND -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NASDAQ INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PRICE T ROWE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78REGENERON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79RESIDEO TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80T ROWE PRICE NEW HORIZONS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SOUTHERN CO PFD 6.25%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WISDOMTREE U.S. MIDCAP DIVIDEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WISDOM US SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88BNY MELLON SMALL/MID CAP GROWT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89BAXTER INTERNATIONAL INC W/1 R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93MFS GLOBAL REAL ESTATE FUND-R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94MORGAN STANLEY INTL ADVANTAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95NORTHROP GRUMMAN CORP W/1 RT/S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97NUVEEN EQUITY MARKET NEUTRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102TOUCHSTONE MID CAP FUND INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104CISCO SYSTEMS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01/10 MIN INT 264 3/4 ACRES TUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MIN-POCA FK LT SANDY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt093204
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0149767
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0242971
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0242971
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0149767
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015155
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015155
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030309
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0175076
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0175076
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt092679
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt093204
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt031085
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01509249
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0149767
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0226233
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0808
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0190481
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016213
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0211886
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0242446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0242971
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015405
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016213
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036810
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-06-27
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/AcquiredDt282018-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322017-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352018-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362018-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382018-04-19

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Filings

Displayed year

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

Open filing
Assets
$3,136,828
Liabilities
$0
Net assets
$3,136,828
Revenue
$242,971
Expenses
$211,886
Net income
$31,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$1.14$0.28$0.85
2023Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.27$0.27$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.15$0.29$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.79$0.24$0.55
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.13$0.22$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.24$0.21$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.28$0.21$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.28$0.20$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.18$0.19$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.17$0.22$0.05
2014Summary only. Only limited summary data is available for this year.$3.04$0.00$0.33$0.21$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.29$0.19$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.00$2.80$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.00$2.81$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.00$2.84$0.18