Civic Intelligence

Robert David Buchan Tr UW

990PF • Fiscal year 2020 • EIN 58-6141637

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 28, 2021

Organization Profile
PO Box 1908Orlando, FL 32802-1908

(404) 813-2219

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

-53%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

67th percentile

$15,732

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 49.8% of source-year revenue.

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

Asset Growth

30th percentile

-2.2%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

60th percentile

3.5%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$737,693

Down $16,731 (-2.2%) from 2019

Net Assets

Down

$737,693

Down $16,731 (-2.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin12th percentile

Revenue

Up

$31,596

Up $1,058 (+3.5%) from 2019

Expenses

Down

$48,371

Down $2,948 (-5.7%) from 2019

Net Income

Up

-$16,775

Up $4,006 (+19%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$1.0M$500K$0Assets 2011: $898,146Liabilities 2011: $02011Assets 2012: $863,747Liabilities 2012: $02012Assets 2013: $834,416Liabilities 2013: $02013Assets 2014: $841,873Liabilities 2014: $02014Assets 2015: $825,473Liabilities 2015: $02015Assets 2018: $775,225Liabilities 2018: $0Net Assets 2018: $775,2252018Assets 2019: $754,424Liabilities 2019: $0Net Assets 2019: $754,4242019Assets 2020: $737,693Liabilities 2020: $0Net Assets 2020: $737,6932020Assets 2021: $803,171Liabilities 2021: $0Net Assets 2021: $803,1712021Assets 2022: $714,116Liabilities 2022: $0Net Assets 2022: $714,1162022Assets 2023: $694,996Liabilities 2023: $0Net Assets 2023: $694,9962023Assets 2024: $708,343Liabilities 2024: $0Net Assets 2024: $708,3432024

Highlighted filing

2020

Assets$737,693
Liabilities$0
Net Assets$737,693
Open 2020 Filing

Operations Trend

Revenue Growth60th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $56,346Expenses 2011: $79,231Net Income 2011: -$22,8852011Revenue 2012: $43,045Expenses 2012: $72,676Net Income 2012: -$29,6312012Revenue 2013: $62,876Expenses 2013: $63,449Net Income 2013: -$5732013Revenue 2014: $68,468Expenses 2014: $56,724Net Income 2014: $11,7442014Revenue 2015: $37,414Expenses 2015: $53,814Net Income 2015: -$16,4002015Revenue 2018: $45,710Expenses 2018: $49,529Net Income 2018: -$3,8192018Revenue 2019: $30,538Expenses 2019: $51,319Net Income 2019: -$20,7812019Revenue 2020: $31,596Expenses 2020: $48,371Net Income 2020: -$16,7752020Revenue 2021: $119,164Expenses 2021: $51,556Net Income 2021: $67,6082021Revenue 2022: $35,829Expenses 2022: $52,785Net Income 2022: -$16,9562022Revenue 2023: $23,967Expenses 2023: $43,472Net Income 2023: -$19,5052023Revenue 2024: $57,500Expenses 2024: $51,898Net Income 2024: $5,6022024

Highlighted filing

2020

Revenue$31,596
Expenses$48,371
Net Income-$16,775
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANK FKA SUNTRUST BANKTrustee-$15,732-$15,732
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCENTRAL GEORGIA TECHNICAL FOUNDATIONGENERALPCMacon, GA, US$9,500
Paid GrantPULASKI COUNTY EDUCATION FOUNDATIONGENERALPCPULASKI, VA, US$9,500
Paid GrantHAWKINSVILLE-PULASKI COUNTY ARTS COUNCILGENERALPCHAWKINSVILLE, GA, US$5,500
Paid GrantLIBRARY FOUNDATION INCGENERALPCHawkinsville, GA, US$5,500
Filing and Contact Details

Filer

Filer Name
Tr Uw R D Buchan
EIN
58-6141637
Phone
4048132219
Address
PO BOX 1908, ORLANDO, FL 32802-1908

Signing Officer

Name
Truist Bank Fka Suntrust Bank
Title
SVP
Phone
4048132219
Signed
2021-09-28
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48166764100 CHEVRON CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4917275R102 CISCO SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5020030N101 COMCAST CORP COM CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51594918104 MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52084670702 BERKSHIRE HATHAWAY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5304621X108 ASSURANT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54580135101 MCDONALDS CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55654106103 NIKE INC CL B COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5667066G104 NVIDIA CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57693475105 PNC FINL SVCS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5892343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59278865100 ECOLAB INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60755111507 RAYTHEON CO NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61806857108 SCHLUMBERGER LTD COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62931142103 WAL-MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63983919101 XILINX INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6400143W859 INVESCO DEVELOPING M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6522052L104 CORTEVA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66023135106 AMAZON INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67037833100 APPLE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68038222105 APPLIED MATLS INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6922160K105 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70254687106 WALT DISNEY CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7191324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72G47791101 INGERSOLL-RAND PLC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73031162100 AMGEN INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7426875P101 EOG RESOURCES INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7579466L302 SALESFORCE COM INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76020002101 ALLSTATE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7746120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79142339100 CARLISLE COS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8045337C102 INCYTE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81OWENS, HEATHER 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82CARUTHERS, TANEKA B 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83CAPE, NANCY D 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84EVE, MATTHEW 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85SIMMONS, KAREN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86THOMPSON, LISA 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87SMITH, HOLLY 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88GIDDENS, KRISTEN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89JONES, SONYA 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90FOREHAND, JEREMY 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91SCOTT, CALVIN B 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92DAVIS, KIMBERLY D 11
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93SANGSTER VALERIE STUDENT LN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94WEHUNT STEPHANIE STUDENT LN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95WOODARD THOMAS STUDENT LOAN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96MILLER DEANGELO 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97ARNOLD, ANDREW 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98THOMPSON DAVID 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99MAYS, STEPHEN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100SEWELL, LOGAN 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101BRANNEN, JACOB 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102LAND ASHLEY 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103SAMPSON, MIRANDA 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104ANDERSON AMYE 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105WYNN CARRIE M 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106NEWMAN SAMUEL C 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107VAUGHN, RHIANNON 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108ROGERS, JOHNATHON 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109CARRUTHERS, TORY 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110MASHBURN, MARVIN B 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt031862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt232697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3119829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt477194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt643127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt810642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt987614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt107991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1121064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1237507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1322985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1455859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1531882
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt016327
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt014883
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt085
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0301
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt031596
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt031596
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014883
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07866
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07866
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015732
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016295
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016327
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16775
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt097505
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014883
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt023258
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0301
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0139
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt040366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08005
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt031263
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt031596
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010366
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08005
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018371
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-09-07

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Filings

Displayed year

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

Open filing
Assets
$737,693
Liabilities
$0
Net assets
$737,693
Revenue
$31,596
Expenses
$48,371
Net income
-$16,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.58$0.52$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.24$0.43$0.20
2022Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.36$0.53$0.17
2021Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$1.19$0.52$0.68
2020Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.32$0.48$0.17
2019Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.31$0.51$0.21
2018Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.46$0.50$0.04
2015Summary only. Only limited summary data is available for this year.$8.25$0.00$0.37$0.54$0.16
2014Summary only. Only limited summary data is available for this year.$8.42$0.00$0.68$0.57$0.12
2013Summary only. Only limited summary data is available for this year.$8.34$0.00$0.63$0.63$0.01
2012Summary only. Only limited summary data is available for this year.$8.64$0.00$0.43$0.73$0.30
2011Summary only. Only limited summary data is available for this year.$8.98$0.00$0.56$0.79$0.23