Civic Intelligence

Eldred & Sarah Wooten Prince Ounda Foundation

990PF • Fiscal year 2021 • EIN 56-6429281

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 05, 2022

Organization Profile
PO Box 919798Orlando, FL 32891-9798

(843) 720-5111

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

63%

Higher net margin than 89% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$7,003

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

58th percentile

11%

Faster asset growth than 58% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

707%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,697,185

Up $163,583 (+11%) from 2020

Net Assets

Up

$1,697,185

Up $163,583 (+11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin89th percentile

Revenue

Up

$262,720

Up $230,153 (+707%) from 2020

Expenses

Down

$97,673

Down $170 (-0.2%) from 2020

Net Income

Up

$165,047

Up $230,323 (+353%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,519,380Liabilities 2011: $0Net Assets 2011: $1,519,3802011Assets 2012: $1,506,133Liabilities 2012: $0Net Assets 2012: $1,506,1332012Assets 2013: $1,519,055Liabilities 2013: $0Net Assets 2013: $1,519,0552013Assets 2014: $1,593,415Liabilities 2014: $0Net Assets 2014: $1,593,4152014Assets 2015: $1,686,392Liabilities 2015: $0Net Assets 2015: $1,686,3922015Assets 2016: $1,705,922Liabilities 2016: $0Net Assets 2016: $1,705,9222016Assets 2017: $1,682,594Liabilities 2017: $0Net Assets 2017: $1,682,5942017Assets 2018: $1,637,821Liabilities 2018: $0Net Assets 2018: $1,637,8212018Assets 2019: $1,597,159Liabilities 2019: $0Net Assets 2019: $1,597,1592019Assets 2020: $1,533,602Liabilities 2020: $0Net Assets 2020: $1,533,6022020Assets 2021: $1,697,185Liabilities 2021: $0Net Assets 2021: $1,697,1852021Assets 2022: $1,651,421Liabilities 2022: $0Net Assets 2022: $1,651,4212022Assets 2023: $1,665,565Liabilities 2023: $0Net Assets 2023: $1,665,5652023Assets 2024: $1,631,927Liabilities 2024: $0Net Assets 2024: $1,631,9272024Assets 2025: $1,870,068Liabilities 2025: $0Net Assets 2025: $1,870,0682025

Highlighted filing

2021

Assets$1,697,185
Liabilities$0
Net Assets$1,697,185
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$400K$200K$0-$200KExpenses 2011: $76,0502011Expenses 2012: $86,1522012Expenses 2013: $84,9752013Revenue 2014: $164,989Expenses 2014: $91,056Net Income 2014: $73,9332014Revenue 2015: $196,051Expenses 2015: $99,356Net Income 2015: $96,6952015Revenue 2016: $116,586Expenses 2016: $99,685Net Income 2016: $16,9012016Revenue 2017: $76,950Expenses 2017: $98,941Net Income 2017: -$21,9912017Revenue 2018: $54,063Expenses 2018: $99,077Net Income 2018: -$45,0142018Revenue 2019: $58,115Expenses 2019: $98,718Net Income 2019: -$40,6032019Revenue 2020: $32,567Expenses 2020: $97,843Net Income 2020: -$65,2762020Revenue 2021: $262,720Expenses 2021: $97,673Net Income 2021: $165,0472021Revenue 2022: $61,627Expenses 2022: $107,313Net Income 2022: -$45,6862022Revenue 2023: $110,127Expenses 2023: $109,775Net Income 2023: $3522023Revenue 2024: $60,060Expenses 2024: $102,305Net Income 2024: -$42,2452024Revenue 2025: $344,110Expenses 2025: $108,066Net Income 2025: $236,0442025

Highlighted filing

2021

Revenue$262,720
Expenses$97,673
Net Income$165,047
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 5, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANK N ATrustee-$7,003-$7,003
Filing and Contact Details

Filer

Filer Name
Prince Eldred and Sarah Wooten Foun
EIN
56-6429281
Phone
8437205111
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank N a
Title
SVP
Phone
8437205111
Signed
2022-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53670100205 NOVO NORDISK AS SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5467066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5568389X105 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56693475105 PNC FINL SVCS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57701094104 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5870450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60718546104 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63749685103 RPM INTERNATIONAL IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6475886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65771195104 ROCHE HOLDING LTD SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66784117103 SEI INVESTMENTS COMP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6779466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68806857108 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69808513105 CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70835699307 SONY GROUP CORP SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7288579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7390184L102 TWITTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74902494103 TYSON FOODS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7592826C839 VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76931427108 WALGREENS BOOTS ALLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7798138H101 WORKDAY INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7898419M100 XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79988498101 YUM! BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8098850P109 YUM CHINA HOLDINGS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81G0176J109 ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82G51502105 JOHNSON CONTROLS INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84H01301128 ALCON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86N6596X109 NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87037833100 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt050000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt177688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt246379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt336812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt495882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt568465
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6240205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt76765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt82730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt92747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10138332
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1256210105 DODGE & COX INCOME F
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287499 ISHARES RUSSELL MIDC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287465 ISHARES MSCI EAFE ET
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt722822V101 CROWN CASTLE INTERNA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt829472R108 EQUITY LIFESTYLE PRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9866674104 SUN COMMUNITIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464287465 ISHARES MSCI EAFE ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt061490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt181436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt261217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt352939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4114898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5105510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6299642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt77219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt82972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt92914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10168803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt042339
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0220267
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0LITIGATION SETTLEM
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1TAX RECLAIM
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt032
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt182
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0262720
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0262720
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0220267
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03502
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03502
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07003
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt042339
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt042339
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0165047
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01198794
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0220267
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0258716
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0114
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0114
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0472
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0640
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt093502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04004
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt097673
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0262720
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0262720
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03502
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04004
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07673
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32009-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182010-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272009-12-18

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Filings

Displayed year

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

Open filing
Assets
$1,697,185
Liabilities
$0
Net assets
$1,697,185
Revenue
$262,720
Expenses
$97,673
Net income
$165,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.34$0.11$0.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.06$0.10$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.11$0.11$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.06$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.26$0.10$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.03$0.10$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.05$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.08$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.12$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.20$0.10$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.16$0.09$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.08
Peer Organizations

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