Civic Intelligence

Schechter Foundation Inc.

990PF • Fiscal year 2021 • EIN 56-1318527

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

10th percentile

-41%

Higher net margin than 10% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

16th percentile

-5.0%

Faster asset growth than 16% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$873,628

Down $46,426 (-5.0%) from 2020

Net Assets

Down

$873,628

Down $46,426 (-5.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin10th percentile

Revenue

Down

$84,076

Down $11,134 (-12%) from 2020

Expenses

Down

$118,367

Down $29,095 (-20%) from 2020

Net Income

Up

-$34,291

Up $17,961 (+34%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2021

Assets$873,628
Liabilities$0
Net Assets$873,628
Open 2021 Filing

Operations Trend

Revenue Growth22nd 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

2021

Revenue$84,076
Expenses$118,367
Net Income-$34,291
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
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
2022-11-14
Discuss with paid preparer
No

Preparer

Firm
Chused Tax Inc
Address
29 New Rhododendron, Chapel Hill, NC 27517
Preparer
Andy Chused
Phone
2523426244
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PNC Financial 6 125 pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Vornado Realty 5 7 pfd ser K
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65JP Morgan Chase non cum 615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Wells Fargo noncum Ser W Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Wells Fargo Dep Sh Perptl A Se
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68Office Properties Inc Trust Sr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69Pinnacle Finl Prtnrs non cum P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Reinsurance Group America Inc
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt411028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt515068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt610150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Franklin Growth Cl A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Franklin Managed Income Cl A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Franklin Rising Dividend
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Franklin US Govt Sec Cl A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MFS Growth Cl C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FT Unit 9200 Cap Strength
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FT Unit 9306 Equity Income Port
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt413737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt517085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt610417
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt034513
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt034513
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt034513
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02700
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt028706
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt049563
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0112560
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0112560
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt034513
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034513
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034513
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-34291
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0192282
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt049563
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt078269
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt02857
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02857
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02857
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt034513
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt05807
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0118367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05807
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0118367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt084076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt084076
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt05807
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05807
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05807
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82009-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt151998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt161998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt171998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt181998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt191998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt211991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222004-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232004-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262005-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt410000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt510000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt610313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt97583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt109385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt151201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt206250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt219385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt234237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2430189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt254237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt264237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-83
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt617341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt92449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt102503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt134750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-6865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt152407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt161228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1714227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt182035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt191994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt410000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt87500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt926726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1010000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143650

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$873,628
Liabilities
$0
Net assets
$873,628
Revenue
$84,076
Expenses
$118,367
Net income
-$34,291
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