Civic Intelligence

George E Wilt Trust

990PF • Fiscal year 2020 • EIN 61-6018712

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 31, 2021

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

49th percentile

4.4%

Higher net margin than 49% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$25,209

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 23.7% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

39th percentile

0.3%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

1.1%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,422,980

Up $4,253 (+0.3%) from 2019

Net Assets

Up

$1,422,980

Up $4,253 (+0.3%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin49th percentile

Revenue

Up

$106,239

Up $1,167 (+1.1%) from 2019

Expenses

Down

$101,512

Down $3,056 (-2.9%) from 2019

Net Income

Up

$4,727

Up $4,223 (+838%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,436,021Liabilities 2011: $02011Assets 2012: $1,381,962Liabilities 2012: $02012Assets 2013: $1,447,553Liabilities 2013: $02013Assets 2014: $1,508,301Liabilities 2014: $02014Assets 2015: $1,457,979Liabilities 2015: $02015Assets 2017: $1,426,133Liabilities 2017: $0Net Assets 2017: $1,426,1332017Assets 2018: $1,418,285Liabilities 2018: $0Net Assets 2018: $1,418,2852018Assets 2019: $1,418,727Liabilities 2019: $1Net Assets 2019: $1,418,7272019Assets 2020: $1,422,980Liabilities 2020: $0Net Assets 2020: $1,422,9802020Assets 2021: $1,509,234Liabilities 2021: $1Net Assets 2021: $1,509,2342021Assets 2022: $1,445,676Liabilities 2022: $1Net Assets 2022: $1,445,6762022Assets 2023: $1,454,428Liabilities 2023: $1Net Assets 2023: $1,454,4282023Assets 2024: $1,459,933Liabilities 2024: $0Net Assets 2024: $1,459,9332024

Highlighted filing

2020

Assets$1,422,980
Liabilities$0
Net Assets$1,422,980
Open 2020 Filing

Operations Trend

Revenue Growth53rd percentile

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

$200K$100K$0-$100KRevenue 2011: $93,516Expenses 2011: $77,486Net Income 2011: $16,0302011Revenue 2012: $55,408Expenses 2012: $109,478Net Income 2012: -$54,0702012Revenue 2013: $130,988Expenses 2013: $67,820Net Income 2013: $63,1682013Revenue 2014: $161,300Expenses 2014: $99,761Net Income 2014: $61,5392014Revenue 2015: $48,881Expenses 2015: $101,967Net Income 2015: -$53,0862015Revenue 2017: $102,789Expenses 2017: $88,425Net Income 2017: $14,3642017Revenue 2018: $92,550Expenses 2018: $99,637Net Income 2018: -$7,0872018Revenue 2019: $105,072Expenses 2019: $104,568Net Income 2019: $5042019Revenue 2020: $106,239Expenses 2020: $101,512Net Income 2020: $4,7272020Revenue 2021: $192,675Expenses 2021: $112,908Net Income 2021: $79,7672021Revenue 2022: $57,426Expenses 2022: $121,098Net Income 2022: -$63,6722022Revenue 2023: $118,479Expenses 2023: $110,042Net Income 2023: $8,4372023Revenue 2024: $120,333Expenses 2024: $112,598Net Income 2024: $7,7352024

Highlighted filing

2020

Revenue$106,239
Expenses$101,512
Net Income$4,727
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 31, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$25,209-$25,209
Filing and Contact Details

Filer

Filer Name
George E Wilt Trust Xxxxx5004
EIN
61-6018712
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2021-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5346432F842 ISHARES CORE MSCI EA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5448129C207 JPM GL RES ENH IDX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55655844108 NORFOLK SOUTHERN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5667066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57718172109 PHILIP MORRIS INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5998956P102 ZIMMER BIOMET HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62191216100 COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6511135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6646641Q696 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6746641Q712 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6856585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6964110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7070450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7179466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7283002G306 SIX CIRCLES US UNCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7383002G405 SIX CIRCLES INTL UNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7500287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76015351109 ALEXION PHARMACEUTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7714019V606 AMER FNDS INTL VNTG-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7822052L104 CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7926614N102 DUPONT DE NEMOURS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85031100100 AMETEK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8609857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8846434G103 ISHARES CORE MSCI EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8946641Q688 JPM BTABLDRS DEV ASI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9046641Q720 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92518439104 ESTEE LAUDER COMPANI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93693506107 PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9475513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96N07059210 ASML HOLDING NV-NY R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt034127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt116111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt215100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt316500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt012628J881 CRM LNG/SHRT OPPORT-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109257V508 BLACKSTONE ALT MULTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt229446A710 EQUINOX IMP SYSTEM M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt309250J734 BLACKROCK EVNT DRVN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt464128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt572201U638 PIMCO MRTG OPP & BND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt032473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt116421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt216740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt316932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt036561
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt069678
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0106239
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0106239
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt069678
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09608
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015601
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025209
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt074471
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt074471
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036561
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036561
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04727
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0709241
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt069678
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt089781
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0857
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01832
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt084079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0101512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0106239
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0106239
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09608
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016458
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027041
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202012-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232006-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292018-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362012-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372012-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392011-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412019-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462018-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472019-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482018-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492018-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502015-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512019-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532018-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552020-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562020-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572017-12-11

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Filings

Displayed year

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

Open filing
Assets
$1,422,980
Liabilities
$0
Net assets
$1,422,980
Revenue
$106,239
Expenses
$101,512
Net income
$4,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.12$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.12$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.06$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.19$0.11$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.11$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.11$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.09$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.10$0.09$0.01
2015Summary only. Only limited summary data is available for this year.$1.46$0.00$0.05$0.10$0.05
2014Summary only. Only limited summary data is available for this year.$1.51$0.00$0.16$0.10$0.06
2013Summary only. Only limited summary data is available for this year.$1.45$0.00$0.13$0.07$0.06
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.06$0.11$0.05
2011Summary only. Only limited summary data is available for this year.$1.44$0.00$0.09$0.08$0.02