Civic Intelligence

Schechter Foundation Inc.

990PF • Fiscal year 2020 • EIN 56-1318527

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
440 Bayberry DriveChapel Hill, NC 27517

(252) 342-6244

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

12th percentile

-55%

Higher net margin than 12% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

20th percentile

-5.1%

Faster asset growth than 20% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-27%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$920,054

Down $49,251 (-5.1%) from 2019

Net Assets

Down

$920,054

Down $49,251 (-5.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin12th percentile

Revenue

Down

$95,210

Down $36,077 (-27%) from 2019

Expenses

Up

$147,462

Up $14,703 (+11%) from 2019

Net Income

Down

-$52,252

Down $50,780 (-3450%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,404,530Liabilities 2010: $0Net Assets 2010: $1,404,5302010Assets 2011: $1,385,106Liabilities 2011: $0Net Assets 2011: $1,385,1062011Assets 2012: $1,326,324Liabilities 2012: $0Net Assets 2012: $1,326,3242012Assets 2013: $1,299,888Liabilities 2013: $0Net Assets 2013: $1,299,8882013Assets 2014: $1,255,069Liabilities 2014: $0Net Assets 2014: $1,255,0692014Assets 2015: $1,178,643Liabilities 2015: $0Net Assets 2015: $1,178,6432015Assets 2016: $1,114,811Liabilities 2016: $0Net Assets 2016: $1,114,8112016Assets 2017: $1,101,857Liabilities 2017: $0Net Assets 2017: $1,101,8572017Assets 2018: $901,894Liabilities 2018: $0Net Assets 2018: $901,8942018Assets 2019: $969,305Liabilities 2019: $0Net Assets 2019: $969,3052019Assets 2020: $920,054Liabilities 2020: $0Net Assets 2020: $920,0542020Assets 2021: $873,628Liabilities 2021: $0Net Assets 2021: $873,6282021Assets 2022: $757,574Liabilities 2022: $0Net Assets 2022: $757,5742022Assets 2023: $684,776Liabilities 2023: $0Net Assets 2023: $684,7762023Assets 2024: $691,310Liabilities 2024: $0Net Assets 2024: $691,3102024

Highlighted filing

2020

Assets$920,054
Liabilities$0
Net Assets$920,054
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $32,6222010Expenses 2011: $82,6052011Expenses 2012: $119,7342012Revenue 2013: $63,443Expenses 2013: $89,876Net Income 2013: -$26,4332013Revenue 2014: $56,807Expenses 2014: $101,626Net Income 2014: -$44,8192014Revenue 2015: $46,427Expenses 2015: $122,907Net Income 2015: -$76,4802015Revenue 2016: $78,999Expenses 2016: $150,161Net Income 2016: -$71,1622016Revenue 2017: $41,801Expenses 2017: $172,693Net Income 2017: -$130,8922017Revenue 2018: $41,891Expenses 2018: $145,176Net Income 2018: -$103,2852018Revenue 2019: $131,287Expenses 2019: $132,759Net Income 2019: -$1,4722019Revenue 2020: $95,210Expenses 2020: $147,462Net Income 2020: -$52,2522020Revenue 2021: $84,076Expenses 2021: $118,367Net Income 2021: -$34,2912021Revenue 2022: $39,293Expenses 2022: $156,061Net Income 2022: -$116,7682022Revenue 2023: $33,287Expenses 2023: $101,232Net Income 2023: -$67,9452023Revenue 2024: $27,149Expenses 2024: $4,632Net Income 2024: $22,5172024

Highlighted filing

2020

Revenue$95,210
Expenses$147,462
Net Income-$52,252
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pearl F SchechterVice President-$0--
Arnold MC SchechterPresident-$0--
Arielle C SchechterSecretary Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Schechter Foundation Inc
EIN
56-1318527
Address
440 Bayberry Drive, Chapel Hill, NC 27517

Signing Officer

Name
Arnold M Schechter
Title
President
Phone
9199331400
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Chused Tax Inc
Address
29 New Rhododendron, Chapel Hill, NC 27517
Preparer
Andy Chused
Phone
2523426244
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Digital Realty Tr In Ser I cum
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Cohen & Steers Tax Adv Pfd Sec
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55OFS Capital Corp 595 26
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Horizon Technology Finance Cor
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Monmouth RE Invest Corp Ser C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MVC Cap Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Priority Income Fund Ser E Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60First Horizon Natl Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Saratoga Investment Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Guggenheim Blue Chip Divd 1 MO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Citigroup Inc pfd Ser S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64AGNC Investment Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65Fidus Investment Co Nt 5875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PNC Financial 6 125 pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Fidus Investment Corp Note 60
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68Vornado Realty 5 7 pfd ser K
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69THL Credit Inc 675 123022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70JP Morgan Chase non cum 615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71Southern Company Ser 2015A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72Triplepointe Venture Gwth BDC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Wells Fargo noncum Ser W Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74Wells Fargo Dep Sh Perptl A Se
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75Saratoga Investment Corp 625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76Office Properties Inc Trust Sr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77Pinnacle Finl Prtnrs non cum P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78Reinsurance Group America Inc
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt410505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt60
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt80
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Franklin Growth Cl A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Franklin Managed Income Cl A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Franklin Rising Dividend
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Franklin US Govt Secs Cl A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MFS Growth Cl C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Hartford Capital Appreciation Cl C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Hartford Balanced Income Fd Cl C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Janus Balanced Fund Cl C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8T Rowe Price Value Investor
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33178
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt411221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt60
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt80
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt036310
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt036310
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt036310
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt031072
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0142191
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0142191
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt060122
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt036343
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036343
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036343
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-52252
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0280440
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1255
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt031072
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt03121
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0698
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03121
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03121
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt036343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt05271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0145039
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0147462
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt036343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt095210
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt05271
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02848
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05271
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02004-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt121991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242015-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272017-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282017-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312020-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362017-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372017-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382013-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392013-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432017-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442015-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452015-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt74002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt92853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1012513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt116257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt145162

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Filings

Displayed year

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

Open filing
Assets
$920,054
Liabilities
$0
Net assets
$920,054
Revenue
$95,210
Expenses
$147,462
Net income
-$52,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.03$0.00$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.03$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.04$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.08$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.10$0.15$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.13$0.13$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.04$0.15$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.17$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.08$0.15$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.12$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.06$0.10$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.06$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.03